WCM Global Wealth, LLC is a prominent local investment advisory firm headquartered in Greenville, SC. With a single office, the firm boasts a dedicated team of 11 professionals, five of whom specialize in providing comprehensive investment advisory services. The company's expertise lies in managing assets, and on average, each investment advisor oversees approximately $75,240,000 in assets under management. This figure aligns with the industry average, showcasing their competency in navigating the financial landscape.
WCM Global Wealth, LLC's compensation structure is diverse, comprising various types such as a percentage of asse...
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Assets Under Mgmt
$376.21M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
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