We Financial Group manages investment portfolios and provides financial planning services to individuals. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. We Financial Group may recommend third-party investment advisors and does not participate in wrap fee programs.
Assets Under Management$130M
Clients140
Advisors4
Avg. per Client$910K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual fee is $5,000 + 0.7% of the value of your portfolio. For clients invested in ultra short-term bonds, there is a fixed fee of 0.50% applied to the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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