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Wealth Management Group
Dover, Delaware
Wealth Management Group, based out of Dover, DE, is a local investment advisory firm with a team of six highly skilled professionals dedicated to providing exceptional wealth management services. With an average of $55,500,000 in assets under management per investment advisor, they offer industry-standard investment advisory services to their diverse clientele.
With over 220 individual clients, Wealth Management Group manages an impressive $312,609,000 in assets. Their expertise lies in catering to high-net-worth individuals, as the majority of their managed assets are for this affluent segment. While 401K and individual accounts...see more
Assets Under Mgmt
$312.61M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Wealth Management Group
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