Billy Webster
Billy Webster is a registered investment advisor at Wharton Business Group, LLC, based in Malvern, PA, with 33 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 125 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.38% |
| $20M+ | 0.25% |
Fees are negotiable and may vary based on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement.
Fee Estimator
Location
110 N. Phoenixville Pike, Suite 300, Malvern, PA, 19355
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Billy provides investment advisory services through FSC Securities Corporation and Wharton Business Group, LLC, both SEC-registered investment advisers. These roles are not investment-related.
Employment History
Current Registrations
Wharton Business Group, LLC
Previous Registrations
Wharton Business Group, LLC
Fsc Securities Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.