Wing Financial offers a tech-enabled financial planning platform with automated guidance and education. Members provide their financial and life goals, and Wing Financial formulates personalized financial planning guidance. Members can also access portfolio management accounts and invest in sub-advisor strategies tailored to their risk profile. Wing Financial acts as a sponsor for wrap fee programs.
Fee Structure
Wing Financial offers access to portfolio management through sub-advisors in a wrap program. The wrap program bundles investment advisory, brokerage, and custodial services for a single fee based on the value of your investments. The specific advisory fee is determined by your sub-advisor. Wing Financial also charges a membership fee, but this is generally paid by the sub-advisors, not the member. If a member does not invest in sub-advisor strategies, Wing Financial may assess the membership fee to the member. You may also incur ETF expenses and other third-party fees.