The W & W Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The W & W Group provides customized investment advisory and portfolio management services to individuals, trusts, estates and retirement plans, generally without imposing a firm-level account minimum. It offers both discretionary and non-discretionary management and discloses that it sponsors a wrap-fee program that bundles transaction and custodial costs into its advisory fee.
The firm’s investment process draws on fundamental, technical and cyclical analysis and is oriented toward a generally long-term strategy while permitting shorter-term trading for rebalancing or client needs. Accounts are monitored on a regular and continuous basis, clients receive periodic reporting, and the adviser does not accept proxy-voting responsibility (clients retain proxy voting authority).
What is distinctive about the firm is its scale relative to staffing: it manages roughly $29 million while serving more than 350 clients as a solo advisor, a client load that is uncommon for independent single-advisor firms. The adviser also acts as sponsor and sole portfolio manager of its wrap program and its principal maintains a licensed insurance business, selling insurance products for commissions outside the advisory relationship; the firm also participates in institutional platform relationships (e.g., TradePMR/Altruist) that provide custody and software support.
Client services
Expertise
Fee options
$0 - $99,999: 1.75% $100,000 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
Specified as offered in SEC Part 1, but no explicit rate given in this brochure
Main office
Rockville MD
Advisors at this office
1
Most active in
District of Columbia · Georgia · Louisiana · Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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