Wipfli Financial Advisors

Financial Advisor in Phoenixville, PA

Firm Info
Address: 170 N Radnor Chester Rd, Radnor, PA 19087, USA
Phone: (610) 565-3930

Firm Size
Assets Under Management: $5 billion
# of Advisors: 66
# of Clients: 7,507
Client to Advisor Ratio: 114:1
Average Account Size: $663,301
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • 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

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

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

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Wipfli Financial Advisors, LLC Overview

Wipfli Financial Advisors, LLC is an investment advisory firm that has been in operation since 1999. Based in Milwaukee, WI, this Fee Based firm provides investment advice only. Wipfli Financial Advisors is dedicated to providing a range of financial planning services along with expert portfolio management for both individuals and small businesses. Their portfolio management services are also offered to businesses and institutional clients. The firm's main objective is to provide competent financial advice catered to the unique needs of each client to help them achieve their financial goals. In addition to their investment and advisory services, clients can also benefit from their selection of advisors to broaden their investment options.

WIPFLI FINANCIAL ADVISORS, LLC offers its services to a wide variety of clients. These clients include individual investors, high net worth individuals, pension or profit sharing plans, charitable organizations, and many other types of corporations. The firm has gained expertise in serving clients from different backgrounds through years of experience and a deep understanding of the needs of each client type. Hence, clients can rest assured that the services provided by WIPFLI FINANCIAL ADVISORS, LLC are customized to fit their specific requirements. The fee structures available at WIPFLI FINANCIAL ADVISORS, LLC are designed to accommodate the individual needs of clients. Depending on the services required, clients can opt for different fee structures. For example, clients can choose to pay a percentage of their assets under management (AUM) if they opt for portfolio management. Hourly fees are also available if clients require periodic consultations or advice regarding specific financial matters. Fixed fees are another available structure and are typically available for non-portfolio management services. Clients can benefit from the flexibility offered by the varied fee structures and can choose the one that is most suited to their needs. Overall, WIPFLI FINANCIAL ADVISORS, LLC provides its clients with a comprehensive suite of services and fee structure options tailored to meet their needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of WIPFLI FINANCIAL ADVISORS, LLC, their investment minimum varies based on the type of investment strategy. For separately managed accounts, the minimum initial account value is typically $500,000. However, for some strategies, the minimum initial account value may be higher or lower. The minimum initial investment for the Wipfli Financial GRIP Program is $25,000. Their Part 2 Brochure does not mention an investment minimum for any other services or products offered by the firm.

How This Office Can Help Phoenixville, PA Residents

Wipfli Financial Advisors is a well-established financial firm that offers personalized financial planning services to its clients in Phoenixville, PA. They understand that every client has specific financial needs, and therefore, they tailor their services to suit each client's unique needs. The firm's professionals work closely with their clients to develop customized financial plans that are designed to help them achieve their financial goals. In Phoenixville, PA, many individuals are facing different financial situations such as planning for retirement, managing their investments, or paying for their children's education. Wipfli Financial Advisors offers a range of services that can help clients address these financial challenges. The firm's experienced professionals can help clients to develop retirement plans, evaluate investment opportunities, and manage their wealth effectively. Additionally, they can assist clients in managing debt, creating a budget, and tracking their spending to help them meet their long-term financial objectives. Overall, the firm's guidance and expertise can help clients in Phoenixville, PA achieve financial success and security.

To view the Minimum Investment and Fee Schedule for Wipfli Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Wipfli Financial Advisors, LLC

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 Wipfli Financial Advisors, LLC 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 170 N Radnor Chester Rd, Radnor, PA 19087, USA
Phone (610) 565-3930
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 10000 INNOVATION DRIVE, SUITE 250, MILWAUKEE, WI 53226, United States

This firm has no other locations.


Disciplinary History

Wipfli Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.