Prestige Wealth Management Group, LLC

Assets Under Management

$599.4M

Number of Clients

431

Number of Advisors

6

Average Client AUM

$1.4M

AUM per Advisor

$99.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Prestige Wealth Management Group offers discretionary investment management services on a wrap fee basis. They also provide financial planning and consulting services on a stand-alone basis. The firm may allocate assets among unaffiliated independent investment managers.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningTax Planning
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Location

31 State Route 12, Flemington, NJ, 08822

6 Advisors at this firm

Prestige Wealth Management Group, Llc | TrueAdvisor