Watch Guard Capital (WGC) provides ongoing portfolio management services based on client goals and risk tolerance. WGC uses Investment Policy Statements to construct portfolios, including asset allocation, investment selection, and portfolio monitoring. WGC also offers financial planning services, including investment analysis, annuity reviews, tax planning, and retirement planning. WGC conducts educational seminars to increase financial literacy.
Assets Under Management$70M
Clients141
Advisors2
Avg. per Client$500K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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