Mary Dee
Mary Dee is a registered investment advisor at Wpg Advisory Group, LLC, based in East Windsor, CT, with 15 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WPG Advisory Group refers clients to third-party investment managers, who charge a percentage of the assets they manage.
For clients referred to Gradient Investments, LLC, fees are based on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to Gradient Investments, 1.00% to WPG Advisory Group)
- Tactical Portfolios: 1.80% annually (0.80% to Gradient Investments, 1.00% to WPG Advisory Group)
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments, 1.00% to WPG Advisory Group)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to WPG Advisory Group)
- Private Wealth Portfolios: 1.50% annually (0.50% to Gradient Investments, 1.00% to WPG Advisory Group)
- Client Directed Accounts: Flat fee of $300 annually to Gradient Investments, $0 to WPG Advisory Group
For clients referred to Brookstone Capital Management, LLC, fees are based on the portfolio size and fee schedule:
- Fee Schedule 1:
- First <$500,000: 0.50% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- Next $500,000-$999,999: 0.45% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $1,000,000+: 0.40% to Brookstone Capital Management, 0.85% to WPG Advisory Group
- Fee Schedule 2:
- First <$500,000: 0.95% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- Next $500,000-$999,999: 0.85% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $1,000,000+: 0.75% to Brookstone Capital Management, 0.85% to WPG Advisory Group
- Fee Schedule 3:
- 1.00% to WPG Advisory Group on all assets. Brookstone Capital Management does not charge a fee on these funds.
- Fee Schedule 4:
- Up to $100,000: 0.75% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $100,000 - $249,999: 0.70% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $250,000 – $499,999: 0.65% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $500,000 - $999,999: 0.60% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $1,000,000+: 0.55% to Brookstone Capital Management, 0.85% to WPG Advisory Group
These fees are negotiable.
Location
11A Pasco Drive, East Windsor, CT, 06088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary operates under the DBA Wealth Preservation Group for advisory business and insurance purposes. She is an investment advisor representative and insurance agent, starting in 2011.
Employment History
Current Registrations
Wpg Advisory Group, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.