WMG Financial Advisors provides investment advice and financial planning to individuals, high-net-worth individuals, retirement plans, and businesses. WMG creates investment strategies based on each client's goals, risk tolerance, and time horizon. WMG also offers retirement plan consulting and financial planning services, including investment planning, insurance, tax, retirement, college, and debt planning.
Assets Under Management$690M
Clients1,655
Advisors14
Avg. per Client$420K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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