Advisor at Academy Wealth Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Academy Wealth Advisers, LLC
Location
Pocono Pines, PA
Credentials
Series 63, Series 65
Industry experience
14 years
$0 - $100,000: 1.26% annually $100,000 - $500,000: 1.16% annually $500,000 - $1,000,000: 0.65% annually $1,000,000 - $4,000,000: 0.60% annually $4,000,000 - $5,000,000: 0.55% annually $5,000,000+: 0.50% annually
Account minimum: No minimum account size required (accounts under $100,000 are charged a 1.26% fee) Fee-only: Investment advisory fees based on assets under management as tiered schedule; no commissions received.
Academy Wealth Advisors
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Stroudsburg, PA
Edward Jones
CFP®, Series 63
East Stroudsburg, PA
Penn First Advisors
CFP®, Series 63, Series 65
Tannersville, PA
Frazier Wealth Management
Series 65
East Stroudsburg, PA
Targeted Financial Planning LLC
CFP®, Series 63, Series 65
East Stroudsburg, PA
Tiller Private Wealth, Inc.
Series 63, Series 65
East Stroudsburg, PA
Aurora Private Wealth, INC.
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