Wealth Advisors Group (WAG) offers investment advisory services, including asset allocation and investment selection, tailored to each client's objectives and risk profile. WAG also provides financial planning and consulting services covering retirement, estate, tax, and college planning. For clients needing specialized asset management, WAG may recommend independent investment managers. WAG uses model portfolios through BlackRock's Aladdin® Platform, which creates a conflict of interest as it favors iShares ETFs.
Assets Under Management$1.1B
Clients991
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.10% |
| $1.3M - $4.0M | 1.00% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000. The schedule above starts at $100,000, so the rate for $0-$99,999 is unknown.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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