About this location
WMS PARTNERS, LLC offers portfolio management for individuals and/or small businesses, financial planning services, other services, selection of other advisers, portfolio management for pooled investment vehicles and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$5,674,250,389
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
Performance-based fees
A percentage of assets under management
Advisors at This Location
Robert Killebrew
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Martin Eby
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David Citron
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Timothy Chase
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Todd Wickwire
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Nathan Allen
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Gary Anderson
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Chad Norfolk
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Joel Houck
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Lesa Crosser
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Christopher Walczak
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Jeffrey Hill
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Paul Speargas
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Samuel Callard
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Steven Main
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Bryan Lopez
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Joshua Rowe
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Daniel Pereira
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Zakia Weber
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Nicholas Cooper
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Reiley Syrek
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Hannah Neitzke
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Eric Bland
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Malgorzata Elashmawy
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Michael Pirolli
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Alexander Price
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Rebecca Eberwein
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Lisa Edwards
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Kaitlin Zook
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Natalie Whelton
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Hugh Palmer
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Eun Suk Ha
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Kelly Nowottnick
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Daniel Mento
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Jose Ruiz Rojas
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