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Wealth Advisors Group
Fort Wayne, Indiana
4.2
10 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...see more
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
- Selection of other advisers
Reviews for Wealth Advisors Group
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