Service and Compensation

Investment Advisory Services:

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. 

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. 

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.

Hourly Fee:

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

See our ADV for more details