WCG Wealth Advisors, operating as The Wealth Consulting Group, offers investment advice and portfolio management tailored to individual client goals. They provide advice on various investments like mutual funds, ETFs, and equities. WCG also offers financial planning services, including retirement and estate planning. WCG may refer clients to third-party investment advisors and receives compensation for these referrals.
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.