To request account information please fill out this form:

How much is the estimated initial fund value of your account? (required)

Once the form is completed and submitted, we will contact you with additional instructions.

You can always call 415-386-7111 for assistance.

WCM’s account fees are cumulative based on the following formula1.

  • The first $100,000 is 0.99%
  • From $100,001 to $2.5 million our fee is 0.825%
  • Over $2.5 million our fee is 0.66%
  • Fees are directly deducted from the account quarterly based on the account’s total assets
    1. Account minimums are $100,000