Wealthtrust Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

WealthTrust Asset Management offers investment management services to individuals, families, and businesses. The firm also provides asset management services to unaffiliated registered investment advisors. WealthTrust manages investments on a discretionary or non-discretionary basis, helping clients determine portfolio composition based on their needs, goals, and risk tolerance. The firm also offers financial planning services.

Assets Under Management$180M
Clients250
Advisors5
Avg. per Client$730K
Avg. per Advisor$37M

Fee Structure

Minimum Investment:$50K

WealthTrust Asset Management charges an annual fee based on a percentage of your portfolio. The maximum fee for discretionary accounts is 1.25%, and the maximum fee for non-discretionary accounts is 1.55%. Fees may vary based on the size of the account, complexity of the portfolio, or extent of activity. Fees are negotiable.

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Location

5 Advisors at this firm

Wealthtrust Asset Management, LLC | TrueAdvisor