Wealth Management Group offers a wide range of financial services including personal financial planning, hourly consulting, ongoing investment management, mutual fund asset allocation, and retirement plan consulting. The firm tailors its services to the individual needs of each client, helping them navigate retirement planning, tax strategies, estate planning, education funding, and cash flow management. Wealth Management Group uses various research reports and model allocation portfolios to construct investment strategies that range from conservative income preservation to aggressive growth. While the firm primarily serves individuals and high net worth clients, it also advises corporate pension plans, trusts, and other institutions. Clients work with associated investment advisor representatives who help them set appropriate investment objectives and manage portfolios on either a discretionary or non-discretionary basis. The firm recommends Charles Schwab & Co. as the qualified custodian to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1M+ | 1.05% |
Fees range between 0.25% and 2.5% overall depending on the account type and service. Mutual fund allocation programs range from 0.25% to 0.65%. Fees are negotiable.