WCM Investment Management Account Type

WCM Investment Management offers various account types tailored to meet the needs of different investors. Their primary focus is on institutional clients, including pension plans, endowments, and charitable organizations, but they also cater to high-net-worth individuals and retail investors. The minimum account sizes are as follows:

• Separately Managed Accounts (SMAs): Minimum of $10 million.
• Private Funds: Minimum investment of $5 million.
• Mutual Funds:
• Institutional share class: Minimum of $100,000.
• Investor share class: Minimum of $1,000.

WCM primarily charges a management fee of 1% of assets under management (AUM) for SMAs, payable quarterly in advance. The fees and minimums may be negotiable based on client relationships and specific circumstances.

WCM Investment Management Broker Account Opening Process

Opening a broker account with WCM Investment Management involves a straightforward process. Here are the steps:

• Contact an Advisor: Interested clients can reach out to a WCM advisor through their contact form or by calling their office at (949) 380-0200.
• Provide Necessary Information: During the consultation, clients will need to provide their personal information, including financial status and investment goals.
• Account Setup: Once the necessary information is gathered, WCM will assist in setting up the account based on the type of investment vehicle chosen (SMA, Private Fund, or Mutual Fund).
• Funding the Account: Clients will need to fund their accounts according to the minimum requirements specified for the chosen account type.
• Ongoing Management: After the account is established and funded, WCM provides ongoing investment management services, focusing on achieving long-term excess returns based on their investment philosophy.

For more detailed information, prospective clients are encouraged to visit WCM's website or contact their office directly.