Wealth Group, Inc. offers financial planning services covering various areas like tax, insurance, estate, disability, business, retirement, education, and cash flow analysis. Wealth Group also refers clients to third-party investment advisors (TPAs) based on the client's risk tolerance, goals, and investment experience. The TPAs manage the client's portfolio on a discretionary basis. Wealth Group periodically reviews reports and communicates with clients to review their financial situation and the services provided by the TPA.
Fee Structure
Wealth Group does not directly manage client investments. Instead, Wealth Group refers clients to third-party investment advisors (TPAs). Wealth Group shares in the fees paid to the TPA. The management fee is disclosed in the TPA's disclosure documents.