Overview
- Headquarters
- Farmington, CT
- Total Firm Assets
- $346 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
Fee Disclosure
Source: WMGNA ADV PART 2A (2026-04-06) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $41,500 | 0.83% |
| $10 million | $71,500 | 0.72% |
| $50 million | $311,500 | 0.62% |
| $100 million | $611,500 | 0.61% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 70.00%
- Number of High-Net-Worth Clients
- 98
- Total Client Accounts
- 983
- Discretionary Accounts
- 912
- Non-Discretionary Accounts
- 71
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 125765
- WMGNA ADV PART 2A (2026-04-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗