Prestige Wealth Management Group, LLC
Assets Under Management
$599.4M
Number of Clients
431
Number of Advisors
6
Average Client AUM
$1.4M
AUM per Advisor
$99.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prestige Wealth Management Group offers discretionary investment management services through its wrap fee program. The program includes trade execution, custody, reporting, and investment management fees in a single annual fee. They also offer financial planning and consulting services, either included in the wrap fee or as a separate service.
Fee Structure
The annual wrap fee ranges from 0.50% to 1.95% of assets under management. This fee includes investment advisory services and, if requested, financial planning. Extraordinary planning services may incur additional charges, which will be disclosed in writing. Stand-alone financial planning and consulting fees range from $3,500 to $50,000 on a fixed fee basis, or $500 to $750 per hour. Clients may pay different fees based on asset size, complexity, and negotiations.
Areas of Practice
Location
31 State Route 12, Flemington, NJ, 08822