Wealth Advisors Group offers investment management services to clients, determining investment goals, risk tolerance, and time horizons. Investment strategies, selection, and monitoring are based on these factors. Clients can choose discretionary or non-discretionary management. The firm does not sell annuities or insurance products, but the Managing Members offer insurance as sole proprietors.
Assets Under Management$220M
Clients316
Advisors2
Avg. per Client$680K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.70% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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