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.
Assets Under Management$110M
Clients579
Advisors3
Avg. per Client$190K
Avg. per Advisor$36M
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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