Wealth Management Advisors, LLC is a reputable investment advisory firm headquartered in Greenville, SC, with two conveniently located offices. With a total workforce of 8 dedicated professionals, 6 of whom specialize in providing comprehensive investment advisory services, Wealth Management Advisors, LLC has earned the trust of its clients in the local community and beyond.
With an average of approximately $63,250,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Their compensation structure offers flexibility, encompassing a percentage of assets under management, fixed fees, and hourly charges, ensuring a tailored approach that suits clients' needs.
While the firm manages less than 30% of its assets under management through 401K and individual accounts, it possesses the expertise to oversee employer funds effectively. Every asset under their management receives full discretion, enabling Wealth Management Advisors, LLC to exercise informed decision-making on behalf of their clients.
With a substantial client base of over 540 individuals, the firm manages assets worth an impressive $379,472,000. Jennifer Osgood, David Herman, and Dan Wagner, among others, are some of the longest tenured and highly skilled advisors at the company, embodying the expertise and commitment to client success that defines Wealth Management Advisors, LLC.
By providing personalized financial advice and wealth management solutions, Wealth Management Advisors, LLC has become a trusted partner for individuals seeking to secure their financial future. With their knowledge, experience, and dedication to client satisfaction, the firm continues to thrive as a leading investment advisory firm in Greenville, SC, and beyond.