Wen Capital Advisory Group provides investment advice and financial planning to individuals, high net-worth individuals, charities, pension and profit sharing plans, corporations and other business entities. Wen Capital Advisory Group offers financial planning services to evaluate a client's financial situation, goals, and risk tolerance. The firm also provides investment management services, creating customized mutual fund portfolios for clients.
Assets Under Management$38M
Clients61
Advisors1
Avg. per Client$630K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.30% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.35% |
Fees are negotiable and may be lower than the rate schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...