2016 by WEBB FINANCIAL GROUP. Proudly Created at WIX.com

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DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.

Service and Compensation

Investment Advisory Services:

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Our investment advisory service fees are based on a percentage of the market value of the assets under management (AUM). Fees are charged and collected directly from your investment account. Our ongoing investment advisory services for accounts above our account minimum ($250,000) include our financial planning services. For accounts below our minimum, Webb Financial Group (WFG) reserves the right to waive standard advisory fees at the sole discretion of the Investment Advisor Representative (IAR) and, instead, charge a retainer fee or hourly fee. 

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Below is our Investment Advisory Fee schedule.

Account Size

Annual Fee

Under $250,000

1.4% of AUM

$250,000 - $499,999

1.2% of AUM

$500,000 - $2,499,99

1.0% of AUM

$2,500,000 - $4,999,999

0.9% of AUM

$5,000,000 - $9,999,999

0.8% of AUM

$10,000,000 - $19,999,999

0.65% of AUM

$20,000,000 and more

0.5% of AUM

Hourly Rates and Retainer Fees

For those not looking for Investment Advisory Services or that don't meet our account minimums, we offer hourly rates and retainer fees for comprehensive financial planning and investment advisory services. 

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Open Retainer Fee: 

Fees range from $1,500 and $25,000 annually depending on complexity, service and time commitment and are payable quarterly at the beginning of our agreement.

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Hourly Fee:

Fees range from $150 to $500 per hour depending on level of complexity and service needed. 

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See our ADV for more details