Financial Strategies for Today and Tomorrow Wealth Management Group (FS-WMG) provides financial planning and investment management services. FS-WMG uses third-party money managers to manage client accounts. The firm's president is affiliated with entities that sell insurance products. FS-WMG does not sell commissioned products.
Fee Structure
FS-WMG uses third-party money managers (TPMs) to manage client investments. The fees for these services are based on a percentage of the assets managed by the TPM. FS-WMG receives a portion of the fees charged by the TPM as a referral fee.
FS-WMG works with Gradient Investments, LLC (GI) and AssetMark. GI offers various portfolios with fees ranging from 1.00% to 2.00% annually. AssetMark fees vary based on the strategy and assets under management, as detailed in their fee schedules.