Wheelhouse Advisory Group provides financial planning and investment management services to individuals and families. They customize services to each client's financial situation and goals. Wheelhouse also recommends insurance products, typically allocating 20-40% of assets to these contracts. They have discretionary authority to manage investments in client accounts held at an independent custodian.
Assets Under Management$270M
Clients488
Advisors10
Avg. per Client$560K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Minimum annual fee of $5,000. Clients onboarded prior to 3/14/25 are grandfathered into the lower minimum annual fee of $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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