The Wealth Group - Austin B. Colby & Associates

The Wealth Group – Austin B. Colby & Associates is a Registered Investment Adviser based in Eden Prairie, Minnesota, established in January 2021. The firm offers investment advisory services tailored to meet clients' needs and investment objectives, including asset allocation strategies and financial planning consulting services. Clients have the option for discretionary and non-discretionary investment advisory services through various managed account programs. The firm charges asset management fees ranging from 0.25% to 1.00% annually based on assets under management. Financial planning services are provided through fixed fee arrangements. TWG does not charge performance-based fees or participate in side-by-side management. The firm serves individuals and high net worth individuals with no minimum account size requirement. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. Clients are encouraged to consult with a tax professional due to potential tax implications. The firm does not have any reportable disciplinary events in the past ten years and does not have physical custody of client funds. Clients may grant TWG discretionary authority over their accounts, and the firm does not vote proxies on behalf of clients. The Wealth Group advertises its services through the SmartVestor program and may compensate third-party intermediaries for client referrals.