Wilkinson Global Asset Management LLC

Wilkinson Global Asset Management LLC (WGAM) is a financial advisory firm established in December 2017 and registered with the SEC in August 2018. The firm specializes in global equity and bond markets, offering investment advisory services on a discretionary and non-discretionary basis. WGAM focuses on long-term capital appreciation through individualized client portfolios categorized by Strategy or as Bespoke. The firm does not participate in wrap fee programs and had approximately $2.05 billion in regulatory assets under management as of December 31, 2024. Clients of WGAM are primarily high-net-worth individuals, families, trusts, charitable organizations, and legal entities, with minimum account balances ranging from $1,000,000 to $3,000,000 depending on the investment strategy. WGAM charges fees based on total portfolio market value, typically at a rate of 1.00% per annum for Global Equity and Balanced Portfolios. The firm does not charge performance-based fees and allows clients to cancel agreements at any time with pro-rata fees. WGAM's investment strategies involve fundamental security analysis and proprietary research to manage client portfolios. The firm practices best execution in selecting broker-dealers for transactions and uses soft dollars for research and brokerage services. WGAM has implemented policies to avoid conflicts of interest and reviews the reasonableness of commissions paid to broker-dealers. Clients receive account valuations quarterly and detailed reports on a quarterly basis for portfolios above $3 million. The firm also provides proxy voting and class action monitoring services to act in the best interest of clients. WGAM has not been involved in any material legal or disciplinary events and maintains financial stability without any impairments to meeting client commitments.