Wilkinson Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$96,987,595
Total clients
98
37% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
98
Average account size
$989,669
About
Wilkinson Capital Management provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts and estates, managing roughly $97 million for about 98 clients. Like many supported firms, it generally charges percentage-of-AUM advisory fees and constructs portfolios using low-cost, diversified mutual funds and ETFs.
The firm follows a customized, primarily long-term approach—developing strategic asset allocations based on a client’s goals, risk tolerance and financial situation, monitoring and rebalancing as needed, and occasionally trading shorter term for rebalancing or tax reasons. WCM may implement portions of client portfolios through unaffiliated independent managers or custodial platforms and offers financial planning on hourly or fixed-fee bases.
What is distinctive for this firm is its affiliation with a broker-dealer (LPL Financial), including recommending that custodian and receiving platform services and economic benefits that can affect custodian selection; clients are not required to use the recommended custodian. The firm also sponsors a wrap fee program that bundles transaction and custody costs into a single advisory fee, and its principal is a licensed insurance professional who may sell commissionable insurance products separate from the advisory engagement, each arrangement disclosed as a potential conflict.
Client services
Expertise
Fee options
Fixed fees for financial planning based on expected hours at negotiated hourly rate.
0.50% to 1.50% annually (based on factors such as complexity, asset level, relationship)
Available separately through Mr. Wilkinson's registered representative capacity at LPL Financial; commissions earned are separate from advisory fees.
Up to $300 per hour for financial planning services.
Fee-only: Investment advisory fees from 0.50% to 1.50% annually, paid quarterly in advance; fees may be negotiable.
Main office location
Wilkinson Capital Management, LLC
4517 Allendale Drive
St. Paul MN 55127, United States
Number of offices
1
Most active in
Minnesota · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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