Wexford Wealth Advisors is a registered investment advisor located in Pennsylvania that provides customized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and retirement plans. Wexford Wealth Advisors focuses on building diversified portfolios using low-cost mutual funds and exchange-traded funds, alongside individual stocks, bonds, and options when appropriate. The firm follows a long-term investment strategy using fundamental analysis to evaluate opportunities while tailoring portfolios to each client's specific risk tolerance and goals. In addition to portfolio management, Wexford Wealth Advisors offers ongoing and project-based financial planning covering retirement, education savings, insurance needs, and personal savings. Clients also have access to retirement plan consulting services for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management with the firm are taken into consideration.