Wealth Dimensions Group (WDG) offers financial planning and investment management services. WDG works with clients to create a financial outline and investment plan based on their goals and risk tolerance. WDG manages investment portfolios on a discretionary or non-discretionary basis. WDG also provides general consulting services on a project basis.
Assets Under Management$1B
Clients729
Advisors9
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
WDG may negotiate special fee arrangements where WDG deems it appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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