The WF Group (WFG) offers customized investment management services to clients based on their individual needs, goals, and risk tolerance. WFG creates portfolios primarily using equity securities, exchange-traded funds, mutual funds, and fixed-income securities. WFG manages accounts on a discretionary basis, meaning they have the authority to make investment decisions in the client's best interest. Clients retain ownership of their securities and can impose reasonable restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.45% |
WFG retains the right to modify fees, including account size minimums, in its sole and absolute discretion on a client-by-client basis based on the size, complexity and nature of the advisory services provided. In addition, WFG reserves the right to aggregate client accounts for calculation of fee purposes.