A complete list of active advisors currently associated with Wilkinson Capital Management, LLC

Warmer can help you find a great advisor at Wilkinson Capital Management, LLC or one who fits your needs even better.

Wilkinson Capital Management provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts and estates, managing roughly $97 million for about 98 clients. Like many supported firms, it generally charges percentage-of-AUM advisory fees and constructs portfolios using low-cost, diversified mutual funds and ETFs. The firm follows a customized, primarily long-term approach—developing strategic asset allocations based on a client’s goals, risk tolerance and financial situation, monitoring and rebalancing as needed, and occasionally trading shorter term for rebalancing or tax reasons. WCM may implement portions of client portfolios through unaffiliated independent managers or custodial platforms and offers financial planning on hourly or fixed-fee bases. What is distinctive for this firm is its affiliation with a broker-dealer (LPL Financial), including recommending that custodian and receiving platform services and economic benefits that can affect custodian selection; clients are not required to use the recommended custodian. The firm also sponsors a wrap fee program that bundles transaction and custody costs into a single advisory fee, and its principal is a licensed insurance professional who may sell commissionable insurance products separate from the advisory engagement, each arrangement disclosed as a potential conflict.

To learn more about the advisors currently working at Wilkinson Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.