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...
See more
Loading...
Assets Under Mgmt
$934.06M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.