Wharton MidMarket Investment Advisors provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Wharton creates customized investment portfolios based on client goals and risk tolerance, using stocks, bonds, and investment funds. They also offer financial planning services covering areas like retirement, education, and savings. Clients are not obligated to implement any recommendations.
Assets Under Management$220M
Clients51
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$110M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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