Wescott Financial Advisory Group, LLC is a registered investment advisor headquartered in Philadelphia, Pennsylvania, with additional offices in Florida and New Jersey. The firm has been offering investment management and financial planning services since 1987. Wescott operates as a fiduciary, meaning they are legally required to act in your best interest at all times. Their primary services include ongoing wealth management, portfolio oversight, asset allocation, family office solutions, retirement plan consulting, and standalone financial planning. Wescott employs a disciplined, tax-sensitive investment approach utilizing both active and passive strategies, primarily using fundamental analysis to evaluate managers and investment vehicles. They serve a diverse client base, including high-net-worth individuals, families, executives, trusts, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Standard Wealth Management Program schedule. Minimum annual fee of $25,000 applies. Other specialized programs have different fee schedules, such as the Entrada Management Program at a flat 1.00%.
