WealthTrust Asset Management offers discretionary and non-discretionary investment management, asset management, and financial planning services for individuals, families, businesses, and other registered investment advisors. Operating under several business names including TAMP Advisory Solutions and 925 Advisory, the firm builds portfolios using various investment strategies, such as quantitative equity selection, tactical asset allocation, and artificial intelligence-backed models. Clients can receive personalized portfolio management tailored to their risk tolerance and financial goals, alongside comprehensive financial planning covering cash flow, retirement, tax strategies, and estate planning. WealthTrust Asset Management requires a minimum account value of $50,000 to provide direct advisory services, though this minimum is negotiable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% for discretionary accounts and 1.55% for non-discretionary accounts. Fees are negotiable.