Wescott Financial Advisory Group provides financial planning and investment advice tailored to individual client needs. Wescott develops an Investment Policy Statement based on client objectives, risk tolerance, and liquidity needs. Wescott also selects third-party independent managers to actively manage client assets. Financial planning is included as part of the Wealth Management Program and Entrada® Management Program. Wescott also offers business planning advice, family office solution services, and trustee services.
Assets Under Management$3.7B
Clients777
Advisors23
Avg. per Client$4.8M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth Management Program and MRK Powered by Wescott Wealth Management Program. A minimum of $2,000,000 of assets under management is required for this service, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
23 Advisors at this firm
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