Western Growers Financial Services
Western Growers Financial Services (WGFS) offers investment management and financial planning services. WGFS works with clients to develop a personal investment policy, create, and manage a portfolio. WGFS also provides comprehensive financial planning services for a fee, specializing in advice to professionals, pre-retirees, and retirees. Clients can use WGFS for financial planning only, investment management only, or both.
Fee Structure
Western Growers Financial Services charges an annual fee for investment management services based on a percentage of the assets invested. For accounts managed by third-party advisors, WGFS charges between 0.30% and 1.00% of the invested assets. For accounts managed directly by WGFS, the annual fee is up to 2.50% of the managed assets. The exact percentage is determined based on the size and complexity of the account and the client's needs. Fees are negotiable.