Whiston Asset Management Group (WAMG) offers personalized wealth and investment management services to high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, cash flow management, insurance review, asset allocation, education funding, retirement income planning, tax planning, and estate planning. WAMG uses proprietary models to scale risk and allocate client assets based on suitability.
Assets Under Management$18M
Clients10
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Equity-Blended accounts may be charged a 10-20% performance bonus in addition to the AUM fee. Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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