Wealth Planning Group (WPG) provides financial planning and investment management services. Financial planning covers investments, cash flow, insurance, retirement, estate, tax, and business planning. WPG also offers investment management services, helping clients determine investment objectives and risk tolerance to define a model portfolio. WPG may recommend independent third-party money managers.
Assets Under Management$47M
Clients162
Advisors2
Avg. per Client$290K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated and range from 0.75% to 1.50% annually, determined by the scope and complexity of the portfolios under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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