Plus Group Wealth Advisors offers investment management and financial planning services to individuals, high net worth individuals, charitable organizations, corporations, and business entities. Investment strategies are tailored to each client's goals and objectives. Financial planning covers budgeting, retirement, college, divorce, social security, tax, insurance, and estate planning.
Assets Under Management$160M
Clients516
Advisors4
Avg. per Client$310K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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