Washington Growth Strategies (WGS) offers customized investment management services. WGS works with individuals, trusts, foundations, pensions, corporations, and pooled investments. WGS creates portfolios based on each client's risk tolerance, time horizon, income needs, and tax situation. WGS may require the preparation of a financial plan to properly service a client, which will be included with the costs of other services.
Assets Under Management$250M
Clients40
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Washington Growth Strategies' investment management fees generally range from 0.50% to 2.00% per year of the value of your portfolio. The exact fee depends on factors like the size of your account and the complexity of your assets. For some clients, ongoing financial planning is included in this fee.
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