WEALTH MANAGEMENT Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Group, Inc. provides advisory services to individuals — including high net worth clients — and a range of institutional clients such as pension and profit‑sharing plans, charities, and retirement plans. The firm’s Brochure describes offerings that include financial planning (one‑time or ongoing and hourly consulting), discretionary investment management, a mutual fund asset allocation program, retirement plan consulting and 401(k) account management, and investment research.
WMG delivers advice through its investment adviser representatives who may rely on model allocation portfolios and multiple investment strategies (Income, Growth with Income, Growth, and Aggressive Growth) while selecting research and execution methods consistent with client objectives. The Brochure reports the firm manages approximately $31.7 million, all in discretionary accounts, and notes that its published investment research is sometimes provided without individual customization.
The Brochure also highlights the firm’s participation in educational conferences and events made available through its custodian relationship with Schwab, an activity the firm uses for advisor education and potential client programming. Additionally, WMG’s disclosure of access to a broad range of investment vehicles — including structured products, ETNs, hedge funds, managed futures, BDCs and options — points to a wider menu of complex and alternative investments than is typical for many peer firms of similar team size.
Client services
Expertise
Fee options
Financial planning flat fees range from $250 to $15,000; also investment research fees may be charged on flat rate basis
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001+: 1.05%
Up to $400 per hour
Account minimum: $25,000 (negotiable) Fee-only: Hourly fees up to $400 per hour; flat fees ranging from $250 to $15,000
Main office
See officeTipp City OH
Advisors at this office
1
Offices (3)
Most active in
Nevada · Ohio · Texas
Also doing business as
J. Mathew Choyce Financial Advisors · Wealth Management Group · Wealth Management Group Inc · Wealth Management Group, Inc.
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
Quick links
Advisors at this firm
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