Fees and Minimums

To ensure that we remain able to provide the level of service our clients expect, WMA maintains certain minimum thresholds for new individual clients. 

• For ongoing portfolio management, we recommend a minimum portfolio of liquid assets in the amount of $1,000,000.  Smaller portfolios will be considered on a case-by-case basis.
• Our consulting fee is $150 per hour, with specific arrangements to be determined on a case-by-case basis. 

Fees for portfolio advisory services provided by WMA are charged to clients according to the following schedule:

• .75% annually for the first $1,000,000 of qualifying assets, billed quarterly
• .50% annually above $1,000,000 of qualifying assets, billed quarterly

NOTICE: Please remember to contact Wealth Management Advisors, Inc. if there are any changes in your personal and/or financial situation or investment objectives for the purpose of reviewing, evaluation, and/or revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to be available to you upon request. Past performance is no guarantee of future results.