Wealth Management Institute Ltd.
Wealth Management Institute Ltd. (CRD# 119699) is a financial advisory firm headquartered in Adamstown, MD. They manage $17,696,518 in 136 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$130,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops