Assets Under Management
$858.5M
Number of Clients
3,109
Number of Advisors
74
Average Client AUM
$276K
AUM per Advisor
$11.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
World Equity Group (WEG) provides financial planning and investment advisory services through its Adhesion Money Management wrap fee program. This program offers actively managed portfolios, asset allocation programs, and financial planning services. WEG IARs help clients determine their financial situation and recommend suitable asset allocation portfolios. The program utilizes third-party money managers and the IAR to manage client assets.
425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173