Вы находитесь на странице: 1из 1

strategic asset

management portfolios
A unique asset allocation service that will treat all your clients like millionaires.
The WM Group of Funds has pioneered an asset Features and Benefits:
> Low minimum initial investment
allocation program that is ideal for the average > Two-tiered management structure
> asset allocation team
investor. The Strategic Asset Management > individual fund managers
> WM Advisors, Inc.
Portfolios ant a series of actively managed asset > Janus
> Capital Guardian
allocation funds that invest in the funds of the
> VanKampen
WM Group of Funds Famn,. The portfohos offer > Five Investment Portfolios
> Strategic GroWth Portfolio
all the benefits Of an individual mutual fund ancJ > Conservative Growth Portfolio
"~ "
:> Balanced l'ortfoIio
allow your clients to enjoy the same type of port- > Flexible Income 1'ortfolio
. >. Income PortfOlio
folio management generally available to the > A .• Bsbare ptic:ing,
> 4% - 4.75% uplroDt payout
wealthiest individuals. > 7SBp.. Total (Fee IDcome)

increas, your assets and watch your ftJ!' jij~onu! grow


SAM .GROSS 25 BPs•...
. YEAR SAW . CoMMISSION Fee 'INcoMe

$1,000,000 . $1,100,000 $2,750


2 $1.000,000 $2,310,000
3 $1,000,000 $3,641:000 $9,t03

4 $t,ooo,OOO
$5.1oS,tOO: $12,163

5 $1,000,000
$6,715,61() SI6.139.
6 $1,000,000 $8,~1,171 $21,118
7 $1,000,000 $16.435,888 $26,090
8 $1,060,000 $ 12,579.4n $31,449
9 $1,000,000 $14,937,425 $37,344
10 $1,000,000 $17.531,167 $43,828
11 $1,000,000 S2O,384,284 $50.961
~'L
12 SI,OOO,OOO $23,522,712 $S8.801·
13 $1,000,000 $26,974,983 $61.437
14 $1,000,000 $30,n2.482 $76,931" .
15 $1,000,000 $34,949,730 $87,374

For more information, please call 800.787.1621 option 2. Distributed by WM Funds Distributor, Inc.

For BrokerlDealer use only. Not for written or verbal distribution to clients.
• wm GroupofFunds
SAMFEE (5/00)

Вам также может понравиться