Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients pay a single annual advisory fee for advisory services and transaction execution. The maximum advisory fee is 2.00% of assets. This fee is negotiable and may vary based on the IAR, account size, complexity, relationship, and requested services. Fees may be waived for employees or relatives. An Asset-Based Fee (ABF) may apply for LPL Financial custodied accounts, covering transaction expenses. Custodial transaction-based pricing fees apply at Schwab, Fidelity and LPL. The advisory fee is deducted from the account quarterly. A minimum account value is not generally required, but WCG Model Portfolios range from $15,000 - $500,000.
Areas of Practice
Advisor Information
Office location
7676 Hazard Center Dr Ste 1050, San Diego, CA, 92108-4515
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alissa operates her LPL business under The Wealth Consulting Group DBA and WCG Wealth Advisors, dedicating about half of her time to it. She also hosts a "Women Owning Wealth" event and speaks at various conferences and events, spending minimal time on these activities.