Webb Financial Group (WFG) specializes in retirement, investment, and estate planning. WFG works with clients to understand their financial history, goals, and concerns to develop a suitable investment strategy. WFG offers both investment advisory services and financial planning, and clients can impose reasonable investment restrictions.
Assets Under Management$370M
Clients664
Advisors3
Avg. per Client$560K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable, typically ranging from 1.4% to 0.5% annually, based on the size of the advisory relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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