We guarantee 100% full transparency of all fees.

 
 

 

RECENT LEGISLATION

The Employee Benefits Security Administration (EBSA) enforces ERISA and provides compliance assistance to plan participants and beneficiaries. Click here to send an email to WAG requesting the latest laws and regulations regarding employee benefit plans.

As an independent Registered Investment Advisor (RIA), we are not tied to any particular mutual funds or other investment products. Our only allegiance is to you, our client. Because we do not receive commissions on the products that we recommend to our clients, we can remain unbiased. It is our strongly held belief that commission-based compensation creates a conflict of interest. For this reason, Wealth Advisory Group is a fee-based investment advisory firm. The benefits to you include:

  • Pricing flexibility and an equitable arrangement at a very reasonable cost to you
  • Rigorous effort to collect all 12b-1 and sub-TA fees so investment fund revenue sharing can be captured and credited back to you, as our client and The Plan Sponsor
  • Easily, readily communicated and understood pricing
  • Broker or fee-for-service pricing is available
  • Easy to understand all-in fee statement explains how fees are being paid and collected so you always know what you are paying
  • Scale in marketplace provides pricing concessions that are passed on to you as Plan Sponsor

Call Wealth Advisory Group today at 800-332-5465 for a MorningStar Fund Dashboard.

 
 
     
 

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