Warren Capital Group offers portfolio management, asset allocation, and portfolio monitoring. They allocate investments across stocks, bonds, real estate, alternatives, and money market instruments. They consider your financial situation, risk tolerance, and investment goals when managing your portfolio. Financial planning is included as part of their services.
Assets Under Management$120M
Clients187
Advisors3
Avg. per Client$670K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.25% |
All fees are negotiable at Warren Capital Group's sole discretion. Warren Capital Group may offer discounted rates to any employees or clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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