Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and develops individualized investment policies for primarily individual investors as well as a limited number of institutional and charitable clients, including endowments and foundations. Services include ongoing portfolio oversight, quarterly performance reporting, and optional, separately billed federal and state income tax return preparation.
Investment decisions are guided by client-specific written investment policies and a research framework that emphasizes fund manager analysis, relative-value assessments, economic data, and cost minimization. Portfolios use a mix of actively and passively managed mutual funds and ETFs to construct diversified, benchmark-aware allocations and to pursue incremental gains through asset-allocation tilts and security selection.
Compared with many independent advisory peers, the firm is notable for formally serving charitable and other institutional clients and for conducting scheduled board or governance meetings for those organizations. The firm also recently added tax-preparation services as an optional offering and states adherence to the CFA Institute Code of Ethics as part of its fiduciary practices.
Client services
Expertise
Fee options
Tax preparation fees charged separately on a flat-fee basis, determined in advance based on complexity and scope
$0 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $10,000,000: 0.20% $10,000,001+: negotiable
Fee-only: Investment advisory fees based on tiered percentage of assets under management; tax preparation fees are separate and flat fee-based
Main office
112 Dunton Hill Ln
Clinton MS 39056
Advisors at this office
1
Most active in
Mississippi
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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