Trustmont Advisory Group, INC.
Assets Under Management
$1.1B
Number of Clients
3,945
Number of Advisors
63
Average Client AUM
$285K
AUM per Advisor
$17.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trustmont Advisory Group provides financial planning and investment advice, managing investments for a fee. They offer financial plans, investment recommendations, and discretionary investment management. They also conduct seminars. Some advisors are registered representatives and may earn commissions.
Fee Structure
Financial plans can cost up to $5,000, payable in two installments. Hourly advice is available for up to $500 per hour, negotiable and payable at the end of the meeting. Investment management fees are a percentage of assets managed, not exceeding 2% annually, billed monthly or quarterly. A set-up fee of up to $100 per account, with a maximum of $200 per household, may be charged. Seminar attendance can cost up to $100.
Areas of Practice
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601