Wealth Alliance Advisory Group (WAAG) provides financial planning, consulting, and investment management services. WAAG manages investment portfolios on a discretionary or non-discretionary basis, primarily using mutual funds and exchange-traded funds (ETFs). WAAG also offers retirement plan consulting services to qualified employee benefit plans. WAAG tailors its advisory services to meet the needs of its individual clients.
Assets Under Management$980M
Clients982
Advisors5
Avg. per Client$1M
Avg. per Advisor$200M
Fee Structure
Investment management only (planning not offered)
WAAG offers investment management services for an annual fee based on the amount of your portfolio. The management fee can be up to 2%, depending on the size and composition of your portfolio and the type of services you receive. The annual fee is charged quarterly, in advance.
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