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, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.85% |
Fees vary by third-party manager and strategy. The schedule reflects combined total fees across available options, ranging up to 2.00% for strategic portfolios and varying by asset tiers under Brookstone Capital Management schedules.
Fee Estimator
Location
11A Pasco Drive, East Windsor, CT, 06088
Get directionsHistory
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.