Wealth Management Advisors, LLC
Assets Under Management
$562.7M
Number of Clients
761
Number of Advisors
5
Average Client AUM
$739K
AUM per Advisor
$112.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Management Advisors, LLC (WMA), also known as Wagner Wealth Management, offers financial planning, portfolio management, and general consulting services. Their WMA Wrap Program simplifies management fees and brokerage expenses. WMA is the sole portfolio manager for the wrap fee program and fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management.
Fee Structure
Fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management. General consulting services are billed at an hourly rate of $500.
Areas of Practice
Location
3 Legacy Park Road, Suite A, Greenville, SC, 29607