The Wheeler Corr Group (TWCG) provides asset management, financial planning, and tax services. For asset management, TWCG manages custodial accounts with ongoing supervision, investing in stocks, bonds, ETFs, and other securities. Financial planning involves reviewing financial goals, tax strategies, and retirement planning, summarized in a written plan. Tax services include preparing federal and state income tax returns. TWCG tailors its services to individual client needs and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$3.8K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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