Wealth Accumulation & Preservation Group (WAPG) provides financial planning, investment management, and consulting services to individuals, businesses, trusts, and other organizations. Financial planning covers areas like business planning, estate planning, and retirement. Investment management includes capital appreciation and capital preservation strategies. WAPG does not have discretionary authority.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.25% |
| $300K - $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. In situations of family groups, assets of the individual members of the group are aggregated to the fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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