CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
777 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$3.7B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Minimum account size of $2,000,000 is required for the Wealth Management Program, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,500
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Contact
Karen Beth Mcintyre
Location
30 South 17th Street, Philadelphia, PA, 19103-4196
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wescott Financial Advisory Group LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
United Capital Financial Advisers
February 2011 - February 2013 · 2 yrs
Vantage Point Advisors INC.
November 2004 - December 2011 · 7 yrs 1 mo
State Registrations3 states
FLPATX
Advisor
Exams
No exam information available for this advisor.
Contact
Karen Beth Mcintyre