Mycio Wealth Partners, LLC
Assets Under Management
$14.4B
Number of Clients
908
Number of Advisors
27
Average Client AUM
$15.9M
AUM per Advisor
$533.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
myCIO Wealth Partners offers discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and tax preparation. They may recommend investments in affiliated and unaffiliated private funds. The firm also provides consulting services regarding non-investment related matters.
Fee Structure
Fees are charged for investment advisory services based on a percentage of assets under management. Financial planning and consulting fees are negotiable. The firm also receives administrative fees from affiliated private funds. Tax preparation services are offered for a separate fee.
Areas of Practice
Location
2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172