WPG Advisers provides investment advisory services on a discretionary or non-discretionary basis. Fees are based on a percentage of the value of your portfolio. WPG Advisers also offers financial planning and consulting services for a separate fee. They may recommend other professionals, but clients are not obligated to use them. WPG Advisers also offers retirement plan services to plan sponsors. They do not assist with the implementation of financial plans unless agreed to in writing.
Assets Under Management$360M
Clients386
Advisors4
Avg. per Client$920K
Avg. per Advisor$89M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
WPG Advisers may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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