WFG Capital Advisors offers investment management services tailored to individual client needs, including both discretionary and non-discretionary portfolio management. WFG may use sub-advisors to manage portions of client accounts. WFG also provides financial planning services, which include a review of financial circumstances and goals, and consulting services on various financial topics. WFG generally limits its investment advice to ETFs, stocks, bonds, options, mutual funds, and other public and private securities.
Assets Under Management$290M
Clients521
Advisors2
Avg. per Client$560K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Minimum fee is $3,000/year per household.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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