Wcm Investment Management
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Overview
Wcm Investment Management is an advisory firm that has its headquarters in Laguna Beach, California. The firm handles $60.5 billion in total assets over 9,075 accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has an average-sized team, including 41 financial advisors. Wcm Investment Management does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, options and stocks.
Wcm Investment Management administers all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without needing to seek the client's authorization. The advisory firm's typical account size is $6.7 million. The average advisor at Wcm Investment Management administers around 221 client accounts.
The company's central office is at 281 Brooks Street, Laguna Beach, California 92651-2974. Wcm Investment Management is registered to serve clients across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wcm Investment Management by the Numbers
$60.5 billion
79
9,075
$6.7 million
Fee Structure
Fees for financial advisory services largely are based on the financial services provided. Fee types billed by the company most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Wcm Investment Management.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Wcm Investment Management works with a broad range of customers. The company caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds and corporations. Out of its 9,075 customers, Wcm Investment Management's largest client by number of accounts is retail investors, although it also manages money for 1,792 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 19.75%
- Other Individuals - 65.61%
- Corporations - 11.74%
- Charitable Organizations - 2.91%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wcm Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wcm Investment Management
Saint Louis, MO
Laguna Beach, CA
Saint Louis, MO
Laguna Beach, CA
Cincinnati, OH
Laguna Beach, CA
Laguna Beach, CA
Laguna Beach, CA
Laguna Beach, CA
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