Fiduciary advisors in Wheeling, WV
4 registered advisers
Not every West Virginia investor lives near a major metro. Wheeling has 4 SEC-registered fiduciary firms for those who do not. 3 collect fees only, with no commission income.
FORT HENRY CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$278M
Minimum--
Clients476
MCKINLEY CARTER WEALTH SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients5,213
SECURITY CAPITAL MANAGEMENT
Also Compensated via BrokerageTypical Fee--
AUM$1.2B
Minimum--
Clients2,314
WESBANCO INVESTMENT DEPARTMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$869M
Minimum--
Clients6