Micah Wei is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 22 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
161 Washington St, Suite 1111, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Relational Advisors LLCBroker
Dunham and Associates Investment Counsel, INC.Broker
Sentra Securities CorporationBroker
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.