Assets Under Management
$23.6B
Number of Clients
2,383
Number of Advisors
77
Average Client AUM
$9.9M
AUM per Advisor
$306.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
WELLth Advisory Services structures portfolios to meet client objectives, providing asset allocation and buy/sell recommendations. They offer services through custodial broker-dealers like LPL Financial and Charles Schwab. Fees are based on a percentage of assets under management, not exceeding 3% per annum, and are agreed upon in advance. The firm also offers wrap fee programs with all-inclusive pricing.
NV, United States