Assets Under Management
$61.9M
Number of Clients
288
Number of Advisors
3
Average Client AUM
$215K
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
WealthFD provides portfolio management based on client goals, financial planning addressing various areas of concern, and comprehensive wealth management. They also offer pension consulting services to employee benefit plans. Investment advice is generally limited to mutual funds, fixed income, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees negotiable for accounts over $5,000,001.
555 E North Lane, Suite 6075, Conshohocken, PA, 19428