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WANT-LIST Program: |
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DIRECTED SALES
WCM also offers a separate, non-discretionary or client-directed program named DIRECTED SALES that allows clients to provide their individual want lists to the advisor for fulfillment through its contracted dealer network, and/or for WCM to present Advisor Recommended Coins to clients as they become available. There is no minimum asset level required to open an account in this program, nor is an Investment Advisory Contract required to be executed by the collector/investor. This service is separate from the discretionary, advisor-directed operation of the T.A.P. managed account program, and is very suitable for collectors/investors that do not require continuous supervision of their rare coin portfolios or that want to make individual rare coin purchases based upon their current numismatic preferences and/or recommendations from the Advisor.The commission structure for this DIRECTED SALES program is at the designated volume break points shown below:
| First
$50,000 of Purchases Next $75,000 of Purchases Next $100,000 of Purchases After $225,000 of Purchases |
9.00% of invoice 8.50% of invoice 8.00% of invoice 7.50% of invoice |
Commission rates for handling the sale of any U.S. rare coin purchased under the DIRECTED SALES program are:
| Portfolios
under $225,000 Portfolios at/over $225,000 |
3.00% of Net Sales Price* 2.00% of Net Sales Price |
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Please call us Toll-Free at (877) 855-9760 or e-mail us at David@wexfordcoin.com to inquire about this service; OR just complete the new FREE COLLECTOR SERVICES Request Form based upon your individual interests. |
NOTE: WCM reserves the right to not pursue the fulfillment of individual rare coin purchases or sales where the gross invoice amount is less than $1,500, or the series or type of rare coin requested is not considered by the Advisor and/or its contracted dealers to be a numismatic area in which they specialize.
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