Wt Wealth Management, LLC
Assets Under Management
$385.2M
Number of Clients
1,168
Number of Advisors
12
Average Client AUM
$330K
AUM per Advisor
$32.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WT Wealth Management provides discretionary portfolio management, wealth education, and financial planning services. Investment strategies are tailored to client needs and risk tolerance, utilizing proprietary models. They focus on diversification, low fees, and long-term investing. They offer Culturally Significant Equities, Quantitative, and Target Risk Models.
Fee Structure
Investment advisory fees range from 0% to 2% annually, charged quarterly in advance, based on assets under management. Financial planning is offered on an hourly basis ($150-$250/hour) or ongoing subscription basis ($250-$1,000/quarter). Fees are negotiable and all fees are refundable if the relationship terminates before the end of the period for which the fee is paid.
Areas of Practice
Location
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255