Wilson Wealth Management Group, LLC is a registered investment advisor founded in 2004 and based in Charlotte, North Carolina. Wilson Wealth manages investment portfolios using individual stocks, exchange-traded funds, and model portfolios based on technical analysis. In addition to managing investments, Wilson Wealth provides comprehensive financial planning covering retirement, cash flow, college savings, estate planning, and risk management through digital tools like RightCapital and Wealth.com. The firm also offers insurance and annuity products. Wilson Wealth serves high-net-worth families, business owners, and individuals at all stages of wealth-building, with no minimum portfolio requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and can be up to 2.00% annually. There are no breakpoints based on asset levels.