WPG Advisory Group refers clients to third-party investment managers like Gradient Investments, LLC and Brookstone Capital Management, LLC. WPG Advisory Group acts as a liaison between the client and the third-party manager, assisting with paperwork, providing ongoing service, and reviewing statements. WPG Advisory Group receives a portion of the advisory fees charged by the third-party manager.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
WPG Advisory Group refers clients to third-party investment managers, who charge a percentage of the assets they manage.
For clients referred to Gradient Investments, LLC, fees are based on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to Gradient Investments, 1.00% to WPG Advisory Group)
- Tactical Portfolios: 1.80% annually (0.80% to Gradient Investments, 1.00% to WPG Advisory Group)
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments, 1.00% to WPG Advisory Group)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to WPG Advisory Group)
- Private Wealth Portfolios: 1.50% annually (0.50% to Gradient Investments, 1.00% to WPG Advisory Group)
- Client Directed Accounts: Flat fee of $300 annually to Gradient Investments, $0 to WPG Advisory Group
For clients referred to Brookstone Capital Management, LLC, fees are based on the portfolio size and fee schedule:
- Fee Schedule 1:
- First <$500,000: 0.50% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- Next $500,000-$999,999: 0.45% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $1,000,000+: 0.40% to Brookstone Capital Management, 0.85% to WPG Advisory Group
- Fee Schedule 2:
- First <$500,000: 0.95% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- Next $500,000-$999,999: 0.85% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $1,000,000+: 0.75% to Brookstone Capital Management, 0.85% to WPG Advisory Group
- Fee Schedule 3:
- 1.00% to WPG Advisory Group on all assets. Brookstone Capital Management does not charge a fee on these funds.
- Fee Schedule 4:
- Up to $100,000: 0.75% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $100,000 - $249,999: 0.70% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $250,000 – $499,999: 0.65% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $500,000 - $999,999: 0.60% to Brookstone Capital Management, 1.00% to WPG Advisory Group
- $1,000,000+: 0.55% to Brookstone Capital Management, 0.85% to WPG Advisory Group
These fees are negotiable.
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