Wilson Financial Group offers investment advice tailored to individual needs. Services include portfolio management through SEI's programs and financial planning. Wilson Financial Group helps clients with investment objectives, risk tolerance, and tax circumstances. They monitor portfolios and rebalance as needed. Financial planning covers asset protection, disability, debt management, investment, legacy, and tax management.
Assets Under Management$38M
Clients40
Advisors1
Avg. per Client$960K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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