Witt Financial Group provides investment management services by selecting third-party investment advisors for clients. They also offer financial planning services covering areas like investment, insurance, tax, retirement, and college planning. Witt Financial Group conducts educational seminars and workshops on various financial topics. The firm creates an investment policy statement for each client to use in the selection of third-party investment advisers.
Fee Structure
Witt Financial Group recommends third-party investment advisors to clients. These advisors share the investment advisory fees charged on client accounts. The maximum advisory fee to the client is 1.50%. The fees are negotiable. The specific fee arrangements are detailed in the contract between Witt Financial Group, the chosen third-party advisor, and the client.