Wealth Management Associates, Inc.

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Total assets under management

$646,804,888

Total clients

879

24% high-net worth

Total advisors

of 19 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$735,842

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial plans and other advisory services; specific amounts vary by scope

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%

Project-based

Hourly consulting fees range from $150 to $250 per hour

Other

Account minimum: $100,000 minimum for discretionary and non-discretionary portfolio management services; $10,000 minimum for financial planning clients Minimum fee: $1,000 minimum annual fee Fee-only: Fixed fees and hourly charges available for financial planning and consulting services

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Wealth Management Associates, Inc.

1909 Route 70 East, Suite 100

Cherry Hill NJ 08003, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 856-424-2350

Advisors at this firm

James J

Series 63

Cherry Hill, NJ

Wealth Management Associates, Inc.

Paul S

Series 63, Series 65

Cherry Hill, NJ

Wealth Management Associates, Inc.

Crescenzo G

Series 63, Series 65

Cherry Hill, NJ

Wealth Management Associates, Inc.

William H

Series 63

Orwigsburg, PA

Wealth Management Associates, Inc.

David H

Series 63

Cherry Hill, NJ

Wealth Management Associates, Inc.

Joseph O

Series 63, Series 65

Cherry Hill, NJ

Wealth Management Associates, Inc.

Branden H

Series 63, Series 65

Cherry Hill, NJ

Wealth Management Associates, Inc.

James M

Series 63

Turnersville, NJ

Wealth Management Associates, Inc.

David L

Series 63

Orwigsburg, PA

Wealth Management Associates, Inc.

Reagan G

Series 63, Series 65

Cherry Hill, NJ

Wealth Management Associates, Inc.

Philip R

Series 63, Series 65

Haddonfield, NJ

Wealth Management Associates, Inc.

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