Wealth Strategies Group (WSG) offers investment management services using various investment vehicles based on a client's individual needs and goals. WSG also offers financial planning as an incidental service to management clients. WSG manages wrap fee programs when appropriate and in the client’s best interest. Clients have the option to purchase investment products that WSG recommends through other brokers or agents that are not affiliated with WSG.
Assets Under Management$44M
Clients134
Advisors2
Avg. per Client$330K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Client fees are negotiated on a per client basis; however, the maximum annualized client fee will not exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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