SIMPLE,TRANSPARENT FEES

Wilco charges a low, simple fee of 0.85% per year of managed assets for a standard account, and significantly less for less volatile, income-oriented portfolios. This straightforward approach helps ensure our interests are aligned and that your portfolio's growth is not held back by excessive, hidden fees.

Investment and financial consulting are billed on a case by case basis, with short meetings and easy questions generally free and no charges ever unless they have been discussed with you, agreed to in advance, and you are happy with the final product. If you're not happy, we have not earned our fee and there will be no payment due. That said, our goal is always to add material value that is significantly in excess of our fee.