Wilkerson Advisory Group (WAG) is an investment management firm that helps clients build, grow, manage, and protect their wealth. WAG specializes in investment for financial independence, including retirement investing and income replacement strategies. WAG offers discretionary asset management services, and may hire sub-advisors. Financial planning is included as part of the investment advisory services.
Assets Under Management$330M
Clients582
Advisors4
Avg. per Client$560K
Avg. per Advisor$82M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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