What fees are associated with the investment services provided by Wilshire Associates?
Wilshire Associates typically employs a fee structure that can vary depending on the specific investment services being utilized. The fees may include a management fee, which is generally calculated as a percentage of the assets under management, and performance fees that are contingent upon achieving certain investment performance benchmarks. Additionally, there may be other costs associated with specific services, such as advisory fees, consulting fees, and related expenses that can arise from investment transactions or fund management.
It is essential to consider that the fee structure can differ based on the type of client, the nature of the services provided, and the investment strategies employed. Clients may also incur third-party fees, such as custodian fees or brokerage commissions, which are separate from Wilshire’s fees. For detailed information about the specific fees associated with each service and how they may impact investment returns, it is advisable to review the relevant documentation or disclosures provided by Wilshire. Current fees may also be outlined on Wilshire’s website, which can be a useful resource for obtaining the most accurate and up-to-date information.

Answered Aug 14, 2025
Need further help?
Type out your followup or related question and we will get you an answer right away.
Need to contact Wilshire Associates?
If you need to talk to Wilshire Associates customer service, now that you have the answers
that you needed, click the button below.
Contact Wilshire Associates