Accruent Wealth Advisors, operating as Wealth Management Group, Inc., is a financial planning firm providing personalized financial planning and investment management. Accruent helps clients with financial objectives, cash flow, tax planning and preparation, investment allocations, retirement planning, insurance, and estate planning. Accruent does not sell insurance or investment products and is paid solely by client fees.
Assets Under Management$170M
Clients146
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.45% |
| $6.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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