The Wealth Group - Austin B. Colby & Associates
Fee-Only (% of Portfolio)Fixed/Hourly
The Wealth Group (TWG) offers investment advice and financial planning to individuals and high-net-worth individuals. TWG helps clients with investment objectives, asset allocation, and written investment strategies. TWG also provides financial planning consulting services including risk assessment, estate planning, and retirement planning. TWG provides these services through its Investment Advisory Representatives.
Assets Under Management$710M
Clients591
Advisors10
Avg. per Client$1.2M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Any household total portfolio that is <$1,000,000 can be charged up to 1.95%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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