Portfolio Advisory Services Cost


Wealth Planning Group Advisory Fees
$10M+.50%
$5M - $10M.65%
$2.5M - $5M.75%
$1M - $2.5M.85%
$501K - $1M.95%
$250K - $500K1.25%

Fees listed for portfolio advisory services are based on a variety of factors and therefore subject to adjustment.