Wesfair Advisory Group (WAG) provides portfolio management tailored to individual client goals and risk tolerance. WAG also offers pension consulting services to employee benefit plans. Additionally, WAG provides financial planning services covering retirement, investments, insurance, taxes, college, and debt/credit planning. WAG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$25M
Clients11
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Minimum annual fee of $2,500. Fees are negotiable. Total fee will not exceed 2% AUM annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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