Media Wealth
Palo Alto, California
MEDIA WEALTH, based out of Palo Alto, CA, is a small investment advisory firm with a solid reputation in the industry. With a total of four employees, all of whom provide investment advisory services, they specialize in managing assets for high net worth individuals. The firm boasts an average of $45,810,000 in assets under management per investment advisor, aligning with the industry average. Media Wealth's compensation structure offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to the unique needs and preferences of their divers...
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Assets Under Mgmt

$59.25M

Investment Professionals

4

Locations

2

% 401K & Individual

6%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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