The Westerman Group (TWG) offers financial planning and investment advice, including asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. TWG gathers client financial data to provide tailored recommendations. Clients can implement recommendations at their discretion. TWG also provides long-term buy and hold services. TWG does not participate in wrap fee programs.
Assets Under Management$83M
Clients309
Advisors2
Avg. per Client$270K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
The Westerman Group charges a percentage of your portfolio value on a quarterly basis. The annual percentage currently ranges from 0.25% to 2.00%, but is subject to change and negotiation. Fees are deducted from your account in arrears. Smaller accounts can be billed annually. The maximum fee charged to any account is 2.75%.
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