Wallace Advisory Group, LLC

Wallace Advisory Group, LLC, established in 2015 in Lafayette, CA, offers investment advisory services to individuals, high net worth individuals, and charitable organizations. As a fiduciary, the firm acts in clients' best interests, providing asset management, investment consulting, and financial planning services. Clients can expect tailored portfolios comprising various securities, continuously monitored and rebalanced to meet individual goals. The firm utilizes sub-advisory services and offers comprehensive portfolio management, financial planning, and consulting. Fees for asset management and portfolio management services do not exceed 1.50% annually, billed quarterly based on account value. Financial planning services are flat-fee based, ranging from $5,000 to $50,000, with ongoing planning available for $5,000 per year. The firm does not charge performance-based fees and manages $250 million in discretionary assets. Clients maintain accounts at Charles Schwab & Co., Inc., the recommended custodian/broker, with no separate custody fees. The firm's investment strategies include long-term purchases, asset allocation, and various methods of analysis such as fundamental, quantitative, and qualitative analysis. Clients receive account statements directly from the custodian and have the option to grant investment discretion to the firm. Wallace Advisory Group does not accept proxy authority to vote client securities and does not require prepayment exceeding $1,200 in fees per client.