Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for the APM program is 2.50%, billed quarterly in advance. Fees are negotiable at the discretion of RIA or the Financial Advisor. Clients may incur additional costs such as mutual fund internal management fees. Clients can terminate their agreement with written notice, and unearned fees will be refunded.
Areas of Practice
Advisor Information
Office location
1201 N. Orange Street, Suite 729, Wilmington, DE, 19801
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a 50% owner of WL Financial Advisors, selling annuities, life, and long-term care insurance, dedicating about half their time. Amy also works full-time as an investment advisor representative for Realta Investment Advisors, Inc.