Group W Investment Management provides investment advice and manages investment portfolios for individuals, estates, trusts, charitable organizations, and businesses. Group W's investment strategies focus on long-term goals and tax efficiency, investing in stocks, bonds, mutual funds, and exchange-traded funds. Investment policies are tailored to each client's goals and risk tolerance. Client accounts are managed separately and on a discretionary basis.
Assets Under Management$21M
Clients22
Advisors1
Avg. per Client$950K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1.5M | 0.40% |
| $1.5M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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