Wharton Business Group offers investment advisory services, including discretionary and non-discretionary management, and financial planning to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Wharton Business Group also provides retirement plan consulting services to employee benefit plans. Financial planning covers investment and non-investment related matters such as estate planning and insurance planning.
Assets Under Management$4B
Clients125
Advisors3
Avg. per Client$32M
Avg. per Advisor$1.3B
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.38% |
| $20M+ | 0.25% |
Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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