The W & W Group offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, retirement plans, businesses, and nonprofits. They create customized investment strategies using mutual funds, ETFs, and individual securities. They also offer financial planning services covering areas like retirement, education, and insurance needs. The firm may refer clients to other specialists like accountants or attorneys.
Assets Under Management$24M
Clients300
Advisors1
Avg. per Client$79K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Non discretionary accounts will be charged $150 per year but may be waived at the sole discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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