Wilshire Associates Incorporated Review


Trust Score 87%
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Wilshire Associates Incorporated, federally registered in 1990, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 3 advisors. Wilshire Associates Incorporated manages $48 billion and provides investment advisory services for 287,051 clients (1:95684 advisor/client ratio).

Investment advisory services ranges from 0.10% to 0.65% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 28 years

Considerations


  • There is only one licensed advisor for every 95684 clients (industry average 1:50)
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Investment advisory services ranges from 0.10% to 0.65% of assets under management.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $166,019
Hybrid Advisor No
Disciplinary History No
Total AUM $48 billion
Advisor / Client Ratio 1:95684
Headquarters Santa Monica, CA
SEC Filings Forms and Brochures


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