Weinberg Advisory Group (WAG) is a registered investment advisor that manages client investments. WAG offers ongoing portfolio management and consultation services. For portfolio management, WAG designs investment strategies to meet client objectives, gathering information about their finances and future needs. WAG uses Modern Portfolio Theory and selects individual securities, rarely using mutual funds. WAG manages two proprietary portfolio disciplines: Enhanced Equity Focus Portfolio and Balanced with a Twist Portfolio. WAG also offers hourly consultation services for various financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.60% |
| $3M+ | 1.30% |
Fees are negotiable and may be modified based on the nature, complexity, and scope of services, for the firm’s staff and family members, and other factors, at the discretion of the Adviser.