Advocacy Wealth offers investment advice and financial planning to individuals, corporations, trusts, charities, and estates. They create tailored portfolios based on your goals and risk tolerance, potentially including equities, income securities, mutual funds, options, and alternative investments. Advocacy Wealth specializes in working with recipients of personal injury, wrongful death, or workers' compensation settlements, as well as their attorneys, helping them manage their finances and preserve government benefits. They also assist clients with various needs like buying homes and vehicles, finding insurance, and accessing medical equipment.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.