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Updated September 28, 2026. Quick answer: $250,000 for W&S Wealth Solutions for the Total Return, Income Oriented, Socially Conscious, and Tax Aware investment objectives. W&S Brokerage Services’ own Form ADV Part 2A brochure states this figure directly, and the brochure does not offer a general waiver for it. At that minimum, W&S Brokerage Services’ own published fee schedule works out to $3,750 a year.
The minimum, in the firm’s own words
“For an account with an Investment Objective of Total Return, Income Oriented, Socially Conscious and Tax Aware, the initial investment generally must be at least $250,000.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| W&S Wealth Solutions for the Total Return, Income Oriented, Socially Conscious, and Tax Aware investment objectives | $250,000 | $3,750 | No stated waiver |
| Source: Form ADV Part 2A, Appendix 1, March 31, 2026 | |||
W&S Brokerage Services’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,250 |
| $1,000,000 | $13,250 |
| $2,000,000 | $24,250 |
What else to know
Clients who select the EnFocus Investment Objective instead face a lower initial-investment minimum, generally $75,000; a Companion Account linked to another household member’s primary W&S Wealth Solutions account under the EnFocus objective has a still-lower minimum of $30,000. A minimum quarterly fee of $500 (or $250 for EnFocus, $75 for EnFocus Companion Accounts) also applies separately from the initial-investment minimum. No waiver of the initial-investment minimum itself is disclosed.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, W&S Brokerage Services’ own Form ADV Part 2A, Appendix 1 (March 31, 2026) works out to $7,250 a year under its published fee schedule.
Other firms’ minimum investments
Read this one, this one too, and one more.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A, Appendix 1 (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035076
- SEC Investment Adviser Public Disclosure, W&S Brokerage Services, Inc. (CRD #8099): https://adviserinfo.sec.gov/firm/summary/8099
- W&S Brokerage Services, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/8099/PDF/8099.pdf
Methodology. This page was built September 28, 2026, quoting directly from W&S Brokerage Services’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.