Flexible Engagement options and transparent fees give you incredible value.

 
 

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We have a very simple, straightforward pricing policy. Since we are an independent advisory firm, we are neither tied to, nor compensated by, any specific partners or products. Why is this so important? For two reasons; first, and most importantly, we can offer you truly unbiased recommendations designed to meet your specific goals, and second, we receive no hidden commissions, so you know exactly how and what we are paid. As an individual wealth management client of Wealth Advisory Group, the amount you pay for our services and expertise is directly tied to the number of times we meet. It is that simple!  You can engage us for whatever frequency of planning your situation requires. We are available to meet with you throughout the year to review your financial situation at any time and update your plans on a regular basis; just select a membership level that enables you to do so.  This pro-active approach provides a customized strategy designed to create balance in your life. With the support of our team of experts in tax, investment, insurance and estate planning, we can help you to successfully take control of your personal and financial affairs.

Silver Engagement:  Measure your progress annually
Silver engagements provides clients with a comprehensive and detailed written financial plan of all client assets and insurance plans including company provided employee benefits. It also includes an annual planning review with a Wealth Advisory Group investment advisory associate. Observations and Recommendations will be given to clients as well as asset performance tracking, net worth statements and proactive coaching of your family wealth. The annual fee is $1,000.00.

Gold Engagement: Semi-annual reviews and planning sessions
In addition to all of the benefits of silver engagements, gold engagements includes semi-annual financial planning reviews with a Wealth Advisory Group financial planner. The opportunity to meet twice a year affords more in-depth review of financial issues such as estate planning, tax planning, portfolio review and balancing, options strategy and insurance planning. We focus on reviewing the progress from the prior year and ensure continued progress toward your financial objectives. You will receive an Investment Strategy profile and asset allocation report showing all of your financial assets, not just the investments in one account. The total household wealth strategy is a proactive approach for planning with your own family Wealth Advisor. The annual fee is $2,500.

Platinum Engagement: Your family Wealth Advisor
The Platinum option gives you the opportunity to work consistently with a Trusted Family Advisor producing a high degree of confidence, trust and familiarity with the entire family. All facets of wealth are discussed including private investment opportunities, estate and tax strategies for maximum benefit, philanthropy and distribution strategies. Our Family Advisors and staff are on-call to handle all aspects of your financial life management. Fees are determined on an individual basis according to the personal needs of each engagement.

Contact Wealth Advisory Group today at 800-332-5465 so we can explain the advantages of working with us.

 
 
     
 

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