Wealth Advisory Group, INC.

View SEC Summary

Assets Under Management

$666.9M

Number of Clients

314

Number of Advisors

N/A

Average Client AUM

$2.1M

AUM per Advisor

N/A

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Wealth Advisory Group offers personalized investment advisory services including portfolio management, financial planning, selection of other advisers, and pension consulting. They provide ongoing fee-based engagements (Silver, Gold, Platinum) and other customized services. They may use sub-advisers and wrap fee programs.

Fee Structure

Minimum Investment:$5K

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness Owners

Location

1055 Westlakes Drive, Ste 130, Berwyn, PA, 19312

0 Advisors at this firm

No advisors found for this firm.