Wall Investment Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,593,900
Clients
140
Advisors
1
of 2 employees
About
Wall Investment Group, Inc. provides continuous, fee-only investment supervisory services to individuals, businesses, qualified retirement plans, charitable organizations and trusts, managing approximately $85 million in client assets across roughly 140 accounts. Services are delivered on a discretionary basis and include portfolio management using equities, fixed income, mutual funds, ETFs and cash equivalents.
The firm’s investment process centers on strategic asset allocation tailored to each client’s objectives, income needs and tax situation, with formal account reviews at least quarterly and at client meetings. Security selection relies on a mix of fundamental and technical analysis—using charting and cyclical techniques alongside economic and company financial data—and incorporates third‑party research and market data sources.
Compared with many peers, the firm operates with a small advisory team and no stated minimum asset or income requirement, and it documents client-imposed investment restrictions in writing. Wall Investment Group also follows a distinctive trade execution practice of not aggregating client orders into block trades—an approach the brochure says avoids favoring accounts despite foregoing potential commission reductions—and it reports no disciplinary history or outside business affiliations.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Fee-only basis, compensated by asset-based fees only, no commissions or other fees shared
Main office
Chippewa Falls WI
Advisors at this office
1
Most active in
Illinois · Indiana · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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