Waldron Private Wealth
Assets Under Management
$4.5B
Number of Clients
455
Number of Advisors
41
Average Client AUM
$9.9M
AUM per Advisor
$110.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Waldron Private Wealth offers discretionary and non-discretionary investment management, portfolio review/monitoring, and wealth planning services. They may recommend independent managers or sub-advisers. Financial planning includes estate and insurance planning. They also offer family dynamics and wealth counseling services for a separate fee.
Fee Structure
Investment management fees vary up to 1.50% of assets under management, based on factors like asset size and complexity. Financial planning and consulting fees range from $2,000 to $250,000 on a fixed fee basis, or $75 to $500 per hour. The firm may receive referral fees or commission sharing arrangements from third-party insurance brokers.
Areas of Practice
Location
44 Abele Road, Suite 400, Bridgeville, PA, 15017