Wexler Financial Group provides investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. Services include investment management, financial consultation, cash flow management, insurance review, tax-efficient investing, education funding, retirement planning, and estate planning. Wexler Financial may recommend securities products with commodities or real estate exposure to accredited investors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | Included |
| $125K - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Minimum fee of $800/year. Wexler Financial's investment advisor representatives may also be licensed as insurance agents and receive commissions from insurance products. Some advice may involve investments in mutual funds and variable annuity products which pay 12b-1 trail fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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