Advanta Wealth offers financial planning and investment management services to individuals and families. Financial planning covers goal setting, tax planning, cash flow management, investment review, retirement planning, risk management, and estate planning. Investment management services provide oversight to client accounts held at an independent custodian. Advanta Wealth may use a third party's platform of investment management technology and investment offerings to implement transactions and oversee clients' accounts.
Assets Under Management$64M
Clients66
Advisors1
Avg. per Client$970K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.0M | 0.95% |
| $2M+ | 0.85% |
There is no additional fee when a third party is utilized by Advanta Wealth in managing a client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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