Wmg Financial Advisors, LLC

WMG Financial Advisors, LLC is a Limited Liability Company established in December 2004, with Dieter William Bergner as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. WMG acts as a fiduciary, making investment decisions in clients' best interests. The firm also provides retirement plan consulting services, financial planning, and consulting on specific types of investments. Clients have the flexibility to impose restrictions on investments based on personal values. WMG participates in wrap fee programs, with fees negotiable and based on total assets under management. The firm's assets under management as of December 2024 were $512,644,138 for discretionary amounts and $102,245,943 for non-discretionary amounts. Fees for portfolio management services are a maximum of 2.00% annually, paid quarterly in advance. Financial planning fees range from $1,500 to $10,000 for fixed fees and $100 to $1,000 per hour for hourly fees. WMG does not have a minimum account size requirement and provides services to various client types, including individuals, high-net-worth individuals, and retirement plans. The firm's investment strategies are based on modern portfolio theory and long-term trading, with a focus on maximizing returns while managing risk. Clients are provided with periodic reports and reviews of their accounts, ensuring transparency and accountability in the advisory process.