Assets Under Management
$18.9M
Number of Clients
198
Number of Advisors
2
Average Client AUM
$95K
AUM per Advisor
$9.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Commoncents Wealth Advisors provides personalized financial planning and investment management services. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investment management, education, retirement, and legacy planning. They may use Orion Portfolio Solutions (OPS) and refer clients to Third Party Money Managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
2144 Seven Springs Blvd, New Port Richey, FL, 34655