Wall Investment Group offers ongoing investment management to individuals, businesses, charities, and trusts. They invest in stocks, bonds, exchange-traded funds, mutual funds, and cash. Investment advice is tailored to each client's needs, and clients can request restrictions on certain investments. Wall Investment Group manages investments with the goal of helping clients achieve their financial objectives.
Assets Under Management$85M
Clients142
Advisors2
Avg. per Client$600K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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