WA Financial Group (WAFG) offers investment and asset management advice to individuals and small businesses. WAFG allocates client portfolios to various investments, including mutual funds and ETFs. WAFG also offers financial planning services, analyzing clients' net worth, cash flow, income taxes, estate objectives, and insurance needs. WAFG reviews, monitors, and updates financial plans through conferences, calls, and correspondence.
Assets Under Management$11M
Clients63
Advisors1
Avg. per Client$170K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.93% |
| $750K - $1000K | 0.75% |
| $1M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...