Wealth Management Group AG (WMG) offers investment supervisory services, including both investment advice and asset management, to individuals, families, trusts, and other business entities. WMG focuses on global diversification to achieve capital preservation and long-term growth, customizing portfolios to suit individual investment needs and goals. WMG does not take custody of client funds, and clients pay other expenses such as brokerage commissions and custodial fees.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum quarterly fee of 0.3% of total assets under management, including cash positions. WMG may agree to a lower fee schedule, in its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.