The Wealth Group focuses on providing individualized money management services and wealth analysis and planning. Wealth analysis includes reviewing financial goals, cash flow, taxes, retirement, education, estate, and insurance needs. Money management services are tailored to a client's risk tolerance and investment objectives, using internal or external money managers. Internal management uses a contrarian/value approach, while external managers offer different strategies for a balanced portfolio.
Assets Under Management$290M
Clients437
Advisors5
Avg. per Client$660K
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
All fees may be negotiated depending on account variables and extenuating circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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