Wills Financial Group (WFG) offers investment advice tailored to each client's unique needs and goals. WFG manages investment portfolios for individuals, families, retirement plans, trusts, estates, and foundations. WFG may also provide financial planning and consulting services on a separate fee basis. WFG does not offer a wrap fee program.
Assets Under Management$390M
Clients254
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.40% |
Fees negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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