Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Minimum account size and fee may be negotiable under certain circumstances.
Fee Estimator
The Wealth Management Program has a tiered fee schedule based on assets under management. The Entrada® Management Program charges 1.0% of assets under management. The Entrada® Management Program (MRK PBW) charges 1.00% of assets under management, plus an annual financial planning retainer of $1,200, with a $3,500 minimum annual fee. The Initial Wealth Management Plan (MRK Powered by Wescott) ranges from $7,500 to $15,000. Financial consulting services are billed hourly at $150 - $750 per hour. The minimum annual fee for Family Office Solution services is $50,000. A minimum of $500,000 of assets under management is required for the Entrada® Management Program and $2,000,000 for the Wealth Management Program, but these minimums may be negotiable.
Areas of Practice
Advisor Information
Office location
30 South 17th Street, Philadelphia, PA, 19103-4196
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Stephanie Michelle JamesRegulatory 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.
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Current Registrations
Wescott Financial Advisory Group LLC
State Registrations1 state
Exams
Additional Information
Wescott has been helping our clients manage their affairs for over 25 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients.Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.