Wealth Management Advisors, LLC

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Assets Under Management

$562.7M

Number of Clients

761

Number of Advisors

Average Client AUM

$739K

AUM per Advisor

$112.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Wealth Management Advisors, LLC (DBA Wagner Wealth Management) offers financial planning, portfolio management, and general consulting services through its WMA Wrap Program. The program simplifies the payment of management fees and brokerage expenses. Fees are individually negotiated and range up to 2.5% of assets under management. They also have a relationship with Arkadios Capital, LLC.

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Location

3 Legacy Park Road, Suite A, Greenville, SC, 29607

5 Advisors at this firm

Clayton Koch

Dan Edward Wagner

CFP