WALDRON PRIVATE WEALTH
Bridgeville, Pennsylvania
5.0
2 Reviews
Waldron Private Wealth is a reputable regional investment advisory firm headquartered in Bridgeville, PA, with three offices strategically located to serve their clients effectively. With a total workforce of 58 dedicated professionals, 34 of whom specialize in providing top-notch investment advisory services, Waldron Private Wealth ensures exceptional financial guidance and wealth management solutions. With an average of approximately $104,980,000 in assets under management per investment advisor, Waldron Private Wealth aligns with industry standards. Their compensation structure offers various options, including a percentage of...
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Assets Under Mgmt

$3.57B

Investment Professionals

34

Locations

2

% 401K & Individual

1%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: INSURANCE PLANNING
Other Business Activities
Insurance broker or agent
Other Financial product salesperson
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