WTO Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,436,412
Clients
78
Advisors
1
of 2 employees
About
WTO Advisors provides ongoing portfolio management primarily to individuals and high‑net‑worth individuals, creating an Investment Policy Statement for each client and frequently operating with discretionary trading authority. The firm also publishes a subscription newsletter that offers timed recommendations on purchasing and selling specific securities, sectors, or asset classes at no additional charge.
The adviser’s process is grounded in modern portfolio theory and emphasizes long‑term trading and strategic asset allocation across mutual funds, fixed‑income, real estate funds (including REITs), ETFs (including precious‑metal sector ETFs), and non‑U.S. securities. WTO documents clients’ goals, risk tolerance, and time horizon in an IPS, reviews accounts at least quarterly, and implements portfolios consistent with the written advisory agreement.
Notable elements in the brochure that distinguish WTO from many peers include the free newsletter with actionable recommendations and the firm’s requirement that clients use National Advisors Trust Company as custodian, which concentrates custody choice. The brochure also highlights a limited investment menu focused on diversified fund vehicles (including precious‑metal ETFs and real‑estate funds) and a policy to decline or end relationships when client‑imposed restrictions would prevent proper servicing.
Client services
Expertise
Fee options
Flat fee $2,500 billed quarterly for accounts below minimum
$100,000 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $8,000,000: 0.80% $8,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - And up: 0.50%
$400 per hour
Subscription services (newsletter) provided at no additional fee
Account minimum: $100,000 Minimum fee: $2,500 annual flat fee billed quarterly (can be negotiated if account value does not meet minimum)
Main office
2952 Via Esperanza
Edmond OK 73013
Advisors at this office
1
Most active in
Oklahoma · Texas
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.
Forms ADV
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