The Wharton Financial Group provides financial planning services, including estate planning, and refers clients to third-party investment advisors. They do not currently manage client assets directly. The firm's services are tailored to each client's specific needs, and clients can place restrictions on their accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Wharton Financial Group does not directly manage investments. Instead, they connect you with third-party investment advisors. These advisors manage your investments and charge fees that typically range from 1% to 2% per year. Wharton Financial Group receives a portion of this fee as a referral fee. You'll enter into an agreement directly with the third-party investment advisor.
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