Western New York Financial Group provides financial planning, financial consulting, estate settlement, and portfolio management services. Financial planning covers various topics like net worth, cash flow, tax, insurance, retirement, and college savings. Portfolio management includes creating a financial plan and ongoing investment management. They also recommend and monitor third-party investment advisors. They use a third-party platform to manage held away assets.
Assets Under Management$81M
Clients191
Advisors2
Avg. per Client$420K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. The fee is negotiable and varies based on the size of the account and type of securities held in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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