Assets Under Management
$1.2B
Number of Clients
2,022
Number of Advisors
45
Average Client AUM
$606K
AUM per Advisor
$27.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Westminster Financial Advisory Corporation offers investment supervisory services and general investment advice. They engage with prospective clients to understand their needs and build a portfolio recommendation. The advisory fee may include general financial advice such as retirement planning and insurance reviews.
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440