Wealth Management LLC

Wealth Management Firm in Thomasville, GA

Firm Info
Address: 403 N Dawson St, Thomasville, GA 31792, USA
Phone: (229) 236-0323

Firm Size
Assets Under Management: $2.5 billion
# of Advisors: 48
# of Clients: 3,127
Client to Advisor Ratio: 65:1
Average Account Size: $785,774
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

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

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

  • 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)

Get Connected with a Financial Advisor

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Wealth Management Overview

WEALTH MANAGEMENT is a registered investment advisory firm that specializes in offering investment advice services since 2006. They are based in Norfolk, NE and offer fee-only arrangements, which means their clients pay only for the services they receive. This approach eliminates conflicts of interest and makes sure that the firm's financial interests are always aligned with their clients' interests. The firm offers a broad range of services in addition to investment advice. They provide financial planning to help clients meet their financial goals and objectives. Plus, they offer portfolio management services for both individuals and small businesses as well as large businesses or institutional clients. The firm also provides pension consulting services to help businesses make the right choices when it comes to their pension plans. In addition to their investment advisory offerings, WEALTH MANAGEMENT publishes periodicals or newsletters to educate clients on the latest investment trends and strategies. The firm also conducts educational seminars and workshops to help clients learn more about investing and financial planning. Finally, the firm offers other services, including sub-advisor and back office support services. The sub-advisor services involve partnering with other investment firms to provide investment advice, while the back-office support services handle administrative tasks such as account maintenance, trade processing, and record-keeping. All in all, WEALTH MANAGEMENT is a one-stop-shop for investment advice and financial planning needs.

WEALTH MANAGEMENT serves a diverse array of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and various other types of corporations. These clients each have unique financial needs and goals, and WEALTH MANAGEMENT tailors their services to meet their specific requirements. The fees for WEALTH MANAGEMENT's services vary depending on the needs of the client and the type of service provided. Clients may choose from several fee structures, including a percentage of assets under management (AUM), hourly rates, or fixed fees. The percentage of AUM fee structure means that the client will pay a percentage of their overall assets managed by the firm. The hourly fee structure means that clients are billed for the time spent on their account, while fixed fees are a set amount charged for a specific service or package of services offered by the firm. The flexibility of fee structures available from WEALTH MANAGEMENT ensures that clients receive the best value for their financial needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Wealth Management does not mention their investment minimum.

How This Office Can Help Thomasville, GA Residents

Wealth Management LLC provides a range of financial services to clients in Thomasville, GA, including investment management, retirement planning, and tax planning. With a focus on personalized attention and tailored solutions, the firm helps clients navigate the complex financial landscape and meet their financial goals. For homeowners in Thomasville, GA, Wealth Management LLC offers expertise in real estate investment and mortgage planning. The firm can assist clients in evaluating investment properties, securing financing, and managing the tax implications of rental income. Additionally, for small business owners in the area, Wealth Management LLC can provide guidance on everything from bookkeeping and cash flow management to business valuation and succession planning. Overall, Wealth Management LLC strives to be a trusted and comprehensive financial partner for clients in Thomasville, GA.

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

Services Offered by Wealth Management

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 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)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

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 403 N Dawson St, Thomasville, GA 31792, USA
Phone (229) 236-0323
Directions
Google My Business Reviews:
1 Star

Other Office Locations

Firm Headquarters
Firm headquarters location 125 SOUTH 4TH STREET, NORFOLK, NE 68701, United States

This firm has no other locations.

State Registrations

Wealth Management is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Iowa
  • Kansas
  • Kentucky
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Washington
  • Wisconsin

Disciplinary History

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