Wullschleger Group is a registered investment advisor offering discretionary portfolio management services. Investment advice is tailored to meet individual client needs and objectives. The firm may invest client assets in model portfolios with varying risk tolerances. They may also recommend private placement investments for qualified clients. Wullschleger Group does not participate in wrap fee programs and primarily advises on ETFs and mutual funds.
Assets Under Management$8.1M
Clients15
Advisors2
Avg. per Client$540K
Avg. per Advisor$4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...