Wealth Builders Financial Group (WBFG) is a registered investment advisor helping individuals, families, and businesses meet their financial goals. WBFG creates financial plans and provides consultations to address financial goals and investment objectives. Clients can choose where to implement their plan and are not obligated to follow WBFG’s recommendations.
Assets Under Management$39M
Clients492
Advisors1
Avg. per Client$79K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $150K | 1.50% |
| $150K - $300K | 1.00% |
| $300K+ | 0.75% |
Advisory and financial planning fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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