Wealthtrust Asset Management, LLC
Assets Under Management
$183.0M
Number of Clients
250
Number of Advisors
5
Average Client AUM
$732K
AUM per Advisor
$36.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthTrust Asset Management provides investment advisory services under the name TAMP Advisory Solutions, asset management services under WealthTrust, and an advisory services platform under 925 Advisory. They offer discretionary and non-discretionary investment management, model portfolios, and retirement plan advisory services. Financial planning services are also available.
Fee Structure
WealthTrust charges fees based on assets under management (AUM) or a fixed dollar amount. The maximum AUM fee is 1.25% for discretionary accounts and 1.55% for non-discretionary accounts. Fees may be negotiable. Financial planning fees range from $150-$250/hour or a flat fee of $1,000-$5,000. A minimum account value of $50,000 is required, but is negotiable.
Areas of Practice
Location
4458 Legendary Dr., Suite 140, Destin, FL, 32541