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Our Fees for Managed Accounts

World Capital Management’s (WCM) managed 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 fees for over $10 million are negotiable
  • WCM's 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 10th, 2021. Account fees start at $1,500 annually.