Wealth Planning Group (WPG) offers investment management services where they manage your investments for you, and financial planning. WPG works primarily with individuals and high-net-worth individuals, helping them with financial goals, cash flow, insurance, education funding, and retirement planning. WPG does not sell commissioned products like annuities or insurance.
Assets Under Management$39M
Clients83
Advisors1
Avg. per Client$470K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable depending upon the amount of assets and client relationship. Fees for variable annuity and variable life management will not exceed 1.25% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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