Wellth Advisory Services, LLC
Assets Under Management
$23.6B
Number of Clients
2,383
Number of Advisors
77
Average Client AUM
$9.9M
AUM per Advisor
$306.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WELLth Advisory Services provides asset management services, structuring portfolios to meet client objectives and providing ongoing recommendations. They also offer wrap fee programs with all-inclusive pricing. Services are offered to individuals, pension plans, trusts, estates, corporations, and other business entities.
Fee Structure
WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.
Areas of Practice
Location
NV, United States