WCG Wealth Advisors, operating as The Wealth Consulting Group, is a wealth management firm that offers ongoing investment portfolio management and personalized financial planning services. The firm assists clients with investment strategy, asset allocation, retirement planning, tax strategies, estate planning, education funding, and risk management. WCG Wealth Advisors tailors its services to individual clients, high-net-worth individuals, and corporate clients through various proprietary models and third-party advisory platforms. The firm partners with major custodians like LPL Financial, Charles Schwab, and Fidelity to hold and manage client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.