tags
About WHARTON MIDMARKET INVESTMENT ADVISORS INC
WHARTON MIDMARKET INVESTMENT ADVISORS INC is a well-respected financial advisory firm with a proven track record of helping clients navigate the complex world of investing. Founded in 2005, WHARTON MIDMARKET INVESTMENT ADVISORS INC is headquartered in New York City and has a team of experienced and knowledgeable advisors who specialize in working with midmarket clients.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized investment strategies tailored to each client’s financial goals and risk tolerance.
- Offers a diverse range of financial services, including portfolio management, retirement planning, and wealth management.
- Fosters long-term relationships with clients to ensure their financial plans are continually monitored and adjusted as needed.
Facts and Insights
In 2020, WHARTON MIDMARKET INVESTMENT ADVISORS INC reported managing over $500 million in assets under management. With a team of 10 advisors, the firm has a client-to-advisor ratio of 50:1, ensuring each client receives individualized attention and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Portfolio Management
- Retirement Planning
- Wealth Management
- Alternative Investments
- Estate Planning
- Education Savings
Client Types
WHARTON MIDMARKET INVESTMENT ADVISORS INC primarily works with midmarket clients, including individuals and families with a net worth between $500,000 and $5 million. The firm also serves institutional clients, such as corporations and nonprofit organizations.
Fees & Compensation
WHARTON MIDMARKET INVESTMENT ADVISORS INC charges a percentage of assets under management as its primary form of compensation. The exact fee structure varies depending on the size of the account and services provided. The firm also offers hourly, fixed, and performance-based fees for certain services.
Background
The team at WHARTON MIDMARKET INVESTMENT ADVISORS INC is comprised of experienced financial professionals who have a deep understanding of the market and a dedication to helping clients achieve their financial goals. The firm prides itself on its proactive approach to investment management, staying ahead of market trends and adjusting strategies accordingly.
Financial Advisor Disclosures to Know
WHARTON MIDMARKET INVESTMENT ADVISORS INC has no disciplinary actions or disclosures to report. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).