Academy Wealth Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$53,100,000
Total clients
150
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
150
Average account size
$354,000
Client services
Fee options
$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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Academy Wealth Advisers, LLC
Pocono Pines PA, United States
Number of offices
1
Forms ADV
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