Wealth Creation Management Group (WCMG) provides investment management and financial planning services to individuals and high-net-worth individuals. WCMG manages investments with discretionary authority, tailoring strategies to client goals and risk tolerance. WCMG also offers financial planning services covering wills, estate plans, investments, taxes, retirement income, and college planning. Seminars and workshops are held to educate the public.
Assets Under Management$110M
Clients158
Advisors2
Avg. per Client$670K
Avg. per Advisor$53M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.10% |
Fees are negotiable. WCMG also manages assets held away for no more than 1.10% annually, which is also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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