Wealth Advisors Group, LLC

Wealth Advisors Group, LLC is a fee-based investment management firm founded in 2017 by Jason Dumont, who is the 100% owner and Chief Compliance Officer. The firm offers asset management services to individuals and high net worth individuals, with discretionary and non-discretionary options available. Clients can authorize Wealth Advisors Group to execute transactions on their behalf or approve each transaction individually. The firm does not sell annuities or insurance products but may offer insurance services through Managing Members as sole proprietors. Wealth Advisors Group charges an annual investment advisory fee based on a tiered schedule depending on the total assets under management. Clients are billed quarterly in arrears based on the assets managed. The firm does not require a minimum account size to open an account. Investment strategies are tailored to individual client goals, time horizons, objectives, and risk tolerance. Wealth Advisors Group uses technical and charting analysis for security analysis and emphasizes the importance of considering risks such as market, interest rate, inflation, currency, and liquidity risks. The firm does not engage in performance-based fees and does not have a proprietary trading account. Wealth Advisors Group's Chief Compliance Officer reviews all trades of affiliated persons quarterly to ensure compliance. The firm does not vote proxies on securities, and clients are expected to vote their proxies directly. Wealth Advisors Group has no financial conditions impairing its ability to meet commitments to clients and has not had any bankruptcy petitions in the past ten years.