Wescott Financial Advisory Group LLC
Assets Under Management
$3.7B
Number of Clients
777
Number of Advisors
24
Average Client AUM
$4.8M
AUM per Advisor
$155.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wescott Financial Advisory Group offers ongoing financial planning and investment advice based on individual client needs. They develop personal Investment Policies and manage portfolios accordingly. Services include wealth management, financial planning, business planning, and family office solutions. They also select independent managers for a portion of client assets.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Minimum account size of $2,000,000 is required for the Wealth Management Program, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Location
30 South 17th Street, Philadelphia, PA, 19103-4196
24 Advisors at this firm
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