WG Plan offers asset management services, managing custodial accounts with ongoing supervision, and financial planning services to help clients understand their financial situation and set objectives. Financial planning covers goals, tax strategies, asset allocation, risk management, retirement, budgeting, education, cash flow, charitable giving, credit analysis, insurance, business planning, mortgage/debt, and real estate analysis. Recommendations are tailored to individual client needs.
Assets Under Management$5M
Clients9
Advisors2
Avg. per Client$560K
Avg. per Advisor$2.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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