Wall Capital Group, INC.
Assets Under Management
$107.5M
Number of Clients
579
Number of Advisors
2
Avg. Portfolio per Client
$186K
Avg. Managed per Advisor
$53.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Wall Capital Group (WCG) offers investment management and financial planning services to individuals, including retirement accounts. WCG gathers client financial information to develop an asset allocation strategy and manages accounts on a discretionary basis using mutual funds and ETFs. WCG also provides financial, tax, estate, retirement, and educational planning services. WCG does not participate in wrap fee programs.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees are negotiable and may be reduced for veterans and public safety officers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location
2550 W. Union Hills Drive, Suite 350, Phoenix, AZ, 85027