Our Fees for Managed Accounts

World Capital Management’s account fees are based on the following formula.

The fee structure is for accounts held at Folio Investing (FolioInvesting.com) a subsidiary of Goldman Sachs (Goldmansachs.com).

Accounts from $100,000-$249,000…………..$1.50%
Accounts from $250,000-$1,000,000…………$1.00%
Accounts over $1,000,001……………….……$0.90%

Accounts fees for over $10 million are negotiable 

WCM policy is to place trades during open trading periods when there are no commission charges (either 11 AM EST or 2 PM EST).  Otherwise, client-directed trades are charged $3.95 per trade.

WCM’s fees are billed monthly and are deducted directly from the account.

* This commission schedule is as of January 10, 2021.  Account fees start at $1,500 annually.