Wiregrass Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$129,906,438
This total excludes 19 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
312
38% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
312
Average account size
$416,367
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial planning services fixed fee up to $1,500
0.50% to 1.50% annually (range based on factors including asset size, complexity, and relationship)
Advisory Persons receive commissions as registered representatives of LPL Financial and as insurance agents; separate and in addition to advisory fees
Account minimum: $150,000 Fee-only: Financial planning services fixed fee up to $1,500, negotiable based on complexity
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
Wiregrass Asset Management
317 Kern Street
Thomasville GA 31792, United States
Number of offices
1
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