Wilson Financial Group offers wealth management services to individuals and high net worth individuals. This includes financial planning and investment management using low-cost, diversified mutual funds and exchange-traded funds. Wilson Financial works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy.
Assets Under Management$58M
Clients149
Advisors1
Avg. per Client$390K
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management
Wilson Financial Group manages investments for a fee based on the value of your portfolio. The fee can range up to 1.0% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. Fees are paid monthly, in advance.
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