A complete list of active advisors currently associated with WM Advisors USA LLC
Warmer can help you find a great advisor at WM Advisors USA LLC or one who fits your needs even better.
WM Advisors USA LLC provides portfolio management and related financial planning and consulting services to high‑net‑worth individuals, corporations, and other business entities. The firm offers both discretionary and non‑discretionary management, may recommend third‑party money managers, and generally applies an account minimum of $100,000 (waivable in the firm’s discretion). The firm selects model portfolios after gathering suitability information and monitors and rebalances accounts on an ongoing basis, using a mix of fundamental, technical and cyclical analysis and a range of instruments including long‑ and short‑term trades, options, margin and short sales when appropriate. WM Advisors USA commonly implements client relationships on a non‑discretionary basis, requiring client approval before executing transactions and noting operational limits such as not combining multiple orders for the same security in non‑discretionary accounts. Compared with many supported firms, WM Advisors USA is notable for its focus on high‑net‑worth and institutional clients rather than non‑HNW retail individuals and for operating with predominantly non‑discretionary assets under management. The firm also discloses the potential to enter performance‑based fee arrangements for qualified investors, conducts quarterly monitoring of recommended third‑party managers, and maintains affiliations and dual‑employment arrangements within the WM Advisors network that can influence referrals and oversight.
To learn more about the advisors currently working at WM Advisors USA 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.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 2
| |
Miami, FL
| 6
| |
Miami, FL
| 1
|
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