Wealth Management Group of North America (WMGNA) provides financial planning, consulting, and investment management services, including tax preparation. WMGNA offers subscription-based financial planning and tax services, hourly financial consulting and tax services, and both fee-based and non-fee-based investment management. For fee-based investment management, WMGNA may outsource the management of client investments to third-party money managers.
Assets Under Management$220M
Clients337
Advisors3
Avg. per Client$640K
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The client’s total annual advisory fee will not exceed 2.0% annually, except for alternative investments, hedge funds and/or private equities are used. In these cases, the client will receive an additional fee schedule to sign before using these programs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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