Assets Under Management
$136.4M
Number of Clients
215
Number of Advisors
N/A
Average Client AUM
$635K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Advantage Wealth Advisors offers portfolio management services tailored to individual client goals and risk tolerance. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. They primarily use mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.00% |
Fees are generally negotiable.
3189 Danville Blvd. Suite 280, Alamo, CA, 94507