Advocacy Wealth Management offers personalized investment advisory services, portfolio management, and financial planning to individuals, corporations, trusts, charities, and estates. Many clients are recipients of personal injury, wrongful death, or workers' compensation settlements. Advocacy Wealth Management works closely with affiliated entities like Forge Consulting and Advocacy Trust to provide comprehensive support, including insurance and trust administration. The firm tailors investment portfolios using equities, income securities, mutual funds, exchange-traded funds, options, and alternative investments based on each client's goals and risk tolerance. Financial planning services cover areas such as retirement, tax planning, cash flow, estate planning, and risk management. The firm operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000 and can reach a maximum of 2% under certain circumstances. Minimum annual fee is $1,000.