Advocate Wealth Solutions offers a variety of investment advisory services, including financial planning, risk assessment, investment planning, retirement planning, insurance needs analysis, and tax analysis. They manage investment portfolios based on individual client goals and risk tolerance, and may use Third Party Investment Advisors (TPIAs) to manage client investments. Advocate Wealth Solutions does not use wrap fee programs.
Assets Under Management$7M
Clients43
Advisors1
Avg. per Client$160K
Avg. per Advisor$7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable. When a Third-Party Investment Advisor (TPIA) is selected, their investment advisory fee (Platform fee) may be in addition to the fees paid to Advocate Wealth Solutions.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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