Wcm Investment Management
Laguna Beach, California
5.0
2 Reviews
WCM Investment Management, a regional investment advisory firm based out of Laguna Beach, CA, has established itself as a leading player in the financial industry. With over 5,950 individual clients and an impressive $60,537,932,000 in assets under management, the firm prides itself on its expertise in managing discretionary assets. With four strategically located offices, WCM Investment Management is well-positioned to serve its diverse client base effectively. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment of interests...
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Assets Under Mgmt

$60.54B

Investment Professionals

41

Locations

3

% 401K & Individual

4%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other: PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS
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