Wealth Management Group
220 Beiser Blvd
Dover, DE 19904
No. advisers: 6
|Financial planning clients||N/A|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
October 16, 2018 - Morgan Stanley reported third-quarter results Tuesday, noting wealth management revenue of $4.4 billion compared with $4.2 billion a year earlier. The wealth management group had a pretax margin of 27.1% compared with 26.5% in last year's third quarter....
October 15, 2018 - As an entrepreneur and financial adviser, I have always invested in my education by attending numerous conferences, reading books that promise the magic formula for success, hiring coaches to discover what's holding me back, and working longer and harder...
October 15, 2018 - When it reveals its 2019 compensation plan in the coming weeks, Merrill Lynch will continue to reward its wealth management advisers for bringing in new client accounts. Last year, Merrill Lynch unveiled a 2018 pay grid that rewarded advisers who brought...
September 27, 2018 - Five financial advisers and two firms won leadership awards for their charitable initiatives and corporate philanthropy on Thursday night at the 12th annual Invest in Others Awards. Presented by the Invest in Others Charitable Foundation, the awards program...
August 8, 2018 - The Internal Revenue Service provided some long-awaited answers for business owners hoping to dodge the limits on a juicy new tax break. The IRS's proposed regulations make it clear that the agency considers a planning technique known as "crack and pack"...
June 22, 2018 - A seven-person team managing $150 million at Wells Fargo in San Antonio, Texas, has formed a hybrid firm and affiliated with New York-based Snowden Lane Partners. Led by Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan, the Hogan Eller Wealth Management...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
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