The Wealth Consulting Group
Assets Under Management
$5.4B
Number of Clients
12,424
Number of Advisors
120
Average Client AUM
$438K
AUM per Advisor
$45.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WCG Wealth Advisors provides ongoing investment advice and management of assets, tailored to individual client needs and investment objectives. They offer discretionary or non-discretionary management, utilizing model portfolios and sub-advisors. Assets are held at LPL Financial, Charles Schwab, and Fidelity.
Fee Structure
Clients pay a single annual advisory fee for advisory services and transaction execution. This fee is negotiable and based on a percentage of assets, with a maximum of 2.00%. Fees may vary based on the advisor, account size, complexity, and relationship. The advisory fee is billed in advance or arrears and is deducted from the account by the custodian. Clients may incur additional third-party fees, such as fund management fees and custodial charges.
Areas of Practice
Location
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148