Washington Financial Group, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Washington Financial Group (WFG) provides investment advice, estate and financial planning, and insurance services to individuals and trusts. WFG offers in-house portfolios and appoints money managers who trade in various securities. WFG uses a dynamic asset allocation model, adjusting portfolios based on market conditions and economic assessments. They may also select third-party advisors to assist in the investment management process.
Assets Under Management$100M
Clients209
Advisors2
Avg. per Client$490K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual asset management fee charged shall not exceed 2.20% plus the custodian account annual fees and/or not-in-house portfolio manager’s fees, when applicable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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