Our Fees:

World Capital Management's account fees are based on the following formulas.

The fee structure below is for accounts held at Folio Investing (FolioInvesting.com).

  • Accounts from $250,000-$1,000,000............$0.90%

  • Accounts over $1,000,001......……...…...…..$0.85%

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There are no commission charges at Folio Investing including fractional shares if trades are placed during 2 open daily trading periods (either 11 EST or 2 PM EST).  WCM policy is to only place trades during open trading periods unless requested by the client. Otherwise, trades are charged separately at $3.95 per trade.

Clients may elect to hold their accounts are either Charles Schwab, TD Ameritrade, or Equity Trust Company.  The fees shown below do not include commissions.

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  • Accounts from $250,000-$500,000............$1.20%

  • Accounts over $1,000,001......………........$1.10%

 

Account minimums start at $250,000

WCM's fees are billed monthly.

*This commission schedule includes Folio maintenance fees.  This commission schedule is as of August 8,          2020.

©2020 by WCM