WEALTH ADVISORS GROUP
Fort Wayne, Indiana
5.0
12 Reviews
Wealth Advisors Group, a local investment advisory firm based out of Fort Wayne, IN, is a trusted partner for over 750 individual clients seeking comprehensive wealth management solutions. With an impressive $934,064,000 in assets under management, the firm has established itself as a prominent player in the financial services industry. While employer funds constitute a significant portion of their managed assets, Wealth Advisors Group's expertise extends to 401K and individual accounts, which collectively represent less than 30% of their portfolio. The firm's commitment to discretionary management sets them apart, as an exceptio...
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Assets Under Mgmt

$934.06M

Investment Professionals

5

Locations

0

% 401K & Individual

19%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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