Wealth Advisors of Tampa Bay provides investment advisory services through wrap accounts and LPL Financial sponsored programs. They offer individualized investment advice, allowing clients to place reasonable restrictions on investments. The firm manages portfolios based on client objectives, financial goals, and risk tolerance. They also provide access to third-party portfolio managers through LPL Financial's Manager Access Select Program.
Fee Structure
Wealth Advisors of Tampa Bay offers investment management through wrap fee accounts and LPL Financial advisory programs. The fees for LPL Financial advisory programs vary up to a maximum of 3.00% annually, paid quarterly in advance and are negotiable. The specific fee will be disclosed in the program materials. The firm shares the account fee with LPL Financial.