The Wealth Advantage Group (WA Group) provides financial planning and investment management services to individuals, businesses, trusts, and retirement plans. WA Group creates financial plans based on individual client needs, covering areas like retirement, tax, estate, insurance, education, and business planning. For investment management, WA Group manages client accounts with discretion, investing primarily in mutual funds and ETFs, and occasionally individual securities. WA Group does not receive commissions.
Assets Under Management$150M
Clients135
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$73M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.35% |
Fees are negotiable. Some clients may be charged a flat fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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