WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.
Orleans, MA
Get directionsEdward operates under the DBAs DLC Group and Dietz & Lynch Capital for his LPL business. These activities are investment-related and conducted at his reported business location.