Wpm Wealth Advisors LLC

WPM Wealth Advisors LLC, established in Saratoga Springs, NY, provides portfolio management services to various clients, including individuals, high-net-worth individuals, and organizations, without an account minimum requirement. The firm's wrap fee program charges annual fees ranging from 0.00% to 3.00%, which are negotiable and withdrawn quarterly from clients' accounts with written authorization. Clients have the option to terminate the agreement within five business days of signing for a full refund of fees. WPM's investment strategies include long-term investing, short-term investing, options, short sales, and margin use, with a focus on asset allocation, risk assessment, and regular portfolio monitoring. The firm's methods of analysis encompass charting, fundamental, technical, cyclical, quantitative, and modern portfolio theory analyses. WPM's compensation structure does not include additional fees beyond advisory fees for client participation in the wrap fee program. The firm acts as a fiduciary, always prioritizing clients' best interests. WPM does not select outside portfolio managers, and all accounts are reviewed quarterly by the Managing Partner & Chief Compliance Officer. The firm does not directly or indirectly compensate non-advisory personnel for client referrals. Clients receive quarterly account statements, and WPM does not require prepayment exceeding $1,200 per client. The firm has no financial conditions impairing its ability to meet contractual commitments and has not been subject to bankruptcy petitions in the past ten years.