Wallick Investments Fees & Minimum

Overview

Headquarters: Columbia, SC
Total Firm Assets: $168 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $200,000

Fee Disclosure

Source: WALLICK INVESTMENTS, LLC ADV BROCHURE 2025 (2026-08-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.25%
$250,001	$500,000	1.15%
$500,001	$1,000,000	0.90%
$1,000,001	and above	0.70%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,500	1.05%
$5 million	$38,500	0.77%
$10 million	$73,500	0.74%
$50 million	$353,500	0.71%
$100 million	$703,500	0.70%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 59.74%
Number of High-Net-Worth Clients: 53
Total Client Accounts: 517
Discretionary Accounts: 517

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 162976

WALLICK INVESTMENTS, LLC ADV BROCHURE 2025 (2026-08-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Wallick Investments, LLC