Wealth Management Associates, Inc.

Financial Advisor in Encinitas, CA

Firm Info
Address: 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone: (760) 487-1582

Firm Size
Assets Under Management: $522.1 million
# of Advisors: 15
# of Clients: 1,883
Client to Advisor Ratio: 126:1
Average Account Size: $277,283
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Wealth Management Associates, Inc. Overview

Wealth Management Associates, Inc. is a registered investment advisory firm that provides investment advice only. Established in 2014, the firm has since been offering financial planning, portfolio management, and pension consulting services to individuals and small businesses. With headquarters based in Cherry Hill, NJ, the firm is dedicated to helping clients achieve their financial goals. Wealth Management Associates, Inc. operates under a fee-only arrangement in which clients pay for advice, and not for products nor sales commissions. This approach ensures that clients only receive objective advice, free of conflicts of interest. As a result, clients can trust that their best interests always come first with the Wealth Management Associates team. In addition to their core services, Wealth Management Associates, Inc. also offers a selection of other advisors to clients. This means that clients have access to experts in various fields, who can provide specialized advice on topics such as estate planning, tax strategies, and insurance. By offering a comprehensive range of services, Wealth Management Associates, Inc. can meet the diverse needs of their clients.

WEALTH MANAGEMENT ASSOCIATES, INC. serves a diverse range of clients. They work with individuals who are seeking guidance on their personal investments, as well as high net worth individuals who require more specialized services. The firm also caters to investment companies, pension and profit sharing plans, and charitable organizations. In addition, they offer their expertise to various types of corporations that necessitate financial advice and guidance. There are several fee structures available for WEALTH MANAGEMENT ASSOCIATES, INC. clients, depending on the service provided. For clients with a considerable asset to manage, the firm offers a percentage of assets under management (AUM) fee structure. For those seeking more limited services, hourly or fixed fees are available. Additionally, there are other types of fees that may be assessed, depending on the specific needs of the client. These types of fees include commissions and performance-based fees, to name a few. WEALTH MANAGEMENT ASSOCIATES, INC. prides itself on offering a range of fee structures to ensure that all clients are adequately accommodated.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Wealth Management Associates, Inc. is generally $50,000, according to their Part 2 Brochure. The note states that this amount is required to establish and maintain a managed account with the firm. However, the brochure also indicates that all minimums are negotiable at the discretion of WMA.

How This Office Can Help Encinitas, CA Residents

Wealth Management Associates, Inc. is a trusted financial advisory firm that assists clients in Encinitas, CA, in managing their finances and investments. They offer personalized services that cater to the specific financial situations that someone living in Encinitas, CA, might be facing. For instance, the cost of living in Encinitas is higher than the national average, which may put pressure on an individual's finances. Additionally, housing in the region is expensive, making it difficult for the average person to purchase a home or invest in property. Wealth Management Associates, Inc. helps clients navigate these challenges by creating a customized financial plan that takes into account their current financial situation, their long-term goals, and risk tolerance. This plan may include investing in stocks, bonds, or other types of assets that can generate income and grow their wealth over time. The firm focuses on building long-term relationships with its clients and providing them with ongoing support and guidance to achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Wealth Management Associates, Inc., visit their Part 2 Brochure.

Services Offered by Wealth Management Associates, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealth Management Associates, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1582
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1909 ROUTE 70 EAST, SUITE 100, CHERRY HILL, NJ 8003, United States

This firm has no other locations.


Disciplinary History

Wealth Management Associates, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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