Wilson Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,281,054
Clients
28
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$510,038
About
Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients. It offers ongoing management across mutual funds, equities, ETFs (including U.S., foreign, and precious-metal ETFs), fixed income (including inflation-protected bonds), publicly traded REITs and unit investment trusts.
The firm documents client objectives in an Investment Policy Statement and conducts periodic account reviews while generally managing accounts without prior trade-by-trade client approval. Its investment process emphasizes technical and charting analysis alongside fundamental methods, pursuing primarily long-term strategies while occasionally employing short-term trading, covered-call overlays and ETF hedges when suited to client needs.
Noteworthy features relative to peers include the firm’s predominant use of technical/charting analysis and explicit use of covered calls and ETF hedging as part of its toolkit, as well as a willingness to include precious-metal ETFs and TIPS in client portfolios. The adviser operates as a small practice with a modest number of client relationships, may receive custodial research or other soft-dollar benefits, and recently added a new qualified custodian relationship.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Options & derivatives strategies
Fee options
$300 fixed fee for financial planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
$100 per hour
Main office location
Wilson Investment Services
Rockwall TX, United States
Number of offices
1
Most active in
Wilson Investment Services has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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