Indelible Wealth Group (IWG) provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. IWG creates customized investment strategies based on client goals, risk tolerance, and financial situations, using broad-based index funds, exchange-traded funds (ETFs), or open-end mutual funds. IWG also offers financial planning services, including retirement planning, personal savings, and education savings. IWG also provides retirement plan advisory services to businesses and nonprofits.
Fee Structure
IWG's investment management fees are based on the value of your investments and are charged quarterly. The annual fee can be up to 1.50%. The firm may impose a minimum annual fee, which can be waived. Fees may be negotiable.