ADVOCATE WEALTH SOLUTIONS

RIASEC Registered

Total AUM

$7M

Discretionary

0% of AUM

Avg account

$163K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DUBLIN, Ohio
CRD number: 152534
Website: dupontwealth.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC, TRADE-PMR INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.29%
HNWI35.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advocate Wealth Solutions is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that provides a mix of ongoing wealth management and advisory services. Its billing arrangements include percentage-of-assets, hourly charges, and fixed fees. Advisory offerings cited on the firm’s disclosure include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.