Wallace Advisory Group offers investment advice and asset management services to individuals and other clients. Wallace Advisory Group creates tailored portfolios using stocks, bonds, ETFs, mutual funds, and other investments. Wallace Advisory Group also offers financial planning and consulting services covering investment, retirement, estate, tax, education, and real estate planning.
Assets Under Management$270M
Clients87
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$270M
Fee Structure
Wallace Advisory Group offers asset management and comprehensive portfolio management services. The maximum annual fee charged for these services is 1.50%. Fees are negotiable and are billed quarterly based on the value of your account. Wallace Advisory Group also uses third-party investment advisors to help implement investment portfolios.
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