Webb Financial Group (WFG) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. WFG creates tailored investment plans based on each client's situation and goals.
Assets Under Management$84M
Clients221
Advisors1
Avg. per Client$380K
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K+ | 1.00% |
Fees are negotiable. Legacy clients may receive a reduced management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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