W
WealthPro, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,111,048
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
94
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
94
Average account size
$511,820
Client services
Financial planning
Portfolio management
Selection of other advisers
Investment consulting + regular client update letters
Investment consulting + regular client update letters
Fee options
Fixed financial planning and consulting fees generally range from $3,000 to $12,000 depending on scope and level of services.
$0 - $250,000: 1.65% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.30% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.70%
Certain associated persons offer brokerage services under a commission arrangement through The Strategic Financial Alliance, Inc.
Hourly financial planning and consulting fees range from $350 to $800 per hour; non-advisory administrative/support services range from $160 to $365 per hour.
Account minimum: $10,000 to $1,000,000 depending on the AssetMark Platform investment solution and strategy; specifically, generally $10,000, $25,000, or $50,000 for Mutual Fund accounts; $100,000 for certain accounts; and $50,000 to $1,000,000 for Privately Managed and Unified Managed Accounts. Additionally, a $250,000 minimum is noted for Manning & Napier accounts. Fee-only: Financial planning and consulting fees generally range from $3,000 to $12,000 fixed fee and/or $350 to $800 hourly rate, depending on services and professional. Certain administrative/support fees range from $160 to $365 per hour.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
WealthPro, LLC
Gloversville NY, United States
Number of offices
2
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