Engage Wealth Group is an investment management firm in Northfield, Illinois, providing investment and wealth management services to individuals, high-net-worth individuals, retirement plans, foundations, and other organizations. They create personalized investment plans based on client goals, risk tolerance, and financial situations. They also offer financial planning services covering estate, tax, charitable giving, and other financial objectives. They may recommend third-party money managers.
Fee Structure
Engage Wealth Group charges a fee based on a percentage of your portfolio or a flat annual retainer. The maximum fee is 1.50%, but it may be lower depending on the size of your account and other factors. Fees are billed monthly based on the average daily balance. If your portfolio is less than $400,000, you may be charged a minimum annual fee of $6,000, which could result in a higher percentage fee than 1.50%. This minimum fee may be waived at the firm's discretion.
