WGS Management Services (WGSMS) offers supervisory management of investment portfolios and financial advice to clients. WGSMS creates customized investment plans for individuals, acting in the client's best interest. They monitor portfolios and conduct regular reviews with clients. Investment portfolios primarily include publicly traded stocks, bonds, and mutual funds. WGSMS tailors portfolios based on client goals, risk tolerance, and cash flow needs, and allows clients to restrict investments in certain securities.
Assets Under Management$42M
Clients74
Advisors1
Avg. per Client$560K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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