Transparency is Important to Us
What you pay for...Portfolio Management
You pay one fee & we are under retainer for all of your financial questions. See our 20 second video to get an idea of how we primarily charge.
Other Fee Options - Flat Fee $2,500 for a Full Financial Plan.
- Some 3rd parties may charge an additional .25% for management.
- Up to $20 transaction fee...Money goes to the Custodian, not us.
- All of our affiliates charge independently from IWG and the fee is dependent on a case to case basis.
How Commission Advisors Get Paid...Know the Cost!
Cost to Buy or Sell a Mutual Fund - As high as 5.75%, paid to the advisor, before your money is even invested.
Cost to Buy or Sell a Stock/Bond - As high as 2.5%, paid to the advisor, per transaction.
12 b 1 Fee - What a Mutual Fund Charges to manage your money...not to the advisor.
Fee based Management is now available - up to 2% annually based on the portfolio value.