Wealth Advisors Group is an investment management firm founded in 2017 and located in Coralville, Iowa. Wealth Advisors Group offers personalized asset management services to individuals and high net worth individuals, tailoring investment strategies based on each client's specific goals, time horizon, and risk tolerance. Wealth Advisors Group operates on both a discretionary basis, where the firm executes trades without prior client approval, and a non-discretionary basis, where client approval is required for every transaction. Investment analysis relies on technical and charting methods, utilizing financial news, annual reports, and regulatory filings. Wealth Advisors Group does not sponsor wrap fee programs, require minimum investment amounts to open an account, or accept compensation for the sale of securities. Client assets are held with independent qualified custodians, such as Charles Schwab & Co. and TIAA-CREF.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.70% |
Annual fees are billed quarterly in arrears. Fees may be negotiable based on specific criteria.