Wealth Advisory Group, INC.
Assets Under Management
$666.9M
Number of Clients
314
Number of Advisors
N/A
Average Client AUM
$2.1M
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Advisory Group offers investment consulting, discretionary advisory, pre-retirement, and financial planning services. They serve corporations, institutions, individuals, high net worth individuals, and charitable organizations. Services include portfolio management, financial planning, pension consulting, and ERISA plan co-fiduciary services.
Fee Structure
Wealth Advisory Group offers services with fees based on a percentage of assets under management, hourly charges, flat fees, or other retainer/service fees. Silver engagement is $1,000/year, Gold is $2,500/year, and Platinum is up to $6,000/quarter or a maximum of 1.25% AUM. Other services are billed hourly (up to $350/hour) or as a percentage of AUM (1.50% to 0.20%).
Areas of Practice
Location
1055 Westlakes Drive, Ste 130, Berwyn, PA, 19312