The Wealth Advisory Team, LLC (Covington)

Name: The Wealth Advisory Team, LLC
Address: 525 W. 5 Th Street, Covington, KY, 41011
Telephone: 859-331-7755

The Wealth Advisory Team, LLC is an adviser based in Covington. It manages $21.65 million of regulatory assets for 274 client accounts. It has been registered with the SEC as an adviser since 2008.

The Wealth Advisory Team provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Wealth Advisory Team: assets under management

The assets under management (AUM) of The Wealth Advisory Team, LLC is $21.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Wealth Advisory Team, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Wealth Advisory Team, LLC

Mackey Miriam Mcneill has been acting as President since 1 Jan 2003. Mackey Mcneill joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mackey Mcneill	President/ceo	1 Jan 2003	75% - 100%	xxx-xx-xxxx
Mackey Miriam Mcneill	President/ceo	1 Jan 2003	75% - 100%	2872751
Mackey Mcneill	Chief compliance officer	1 Jan 2004	75% - 100%	2872751
Mackey Miriam Mcneill	Chief compliance officer	1 Jan 2004	75% - 100%	2872751

Based in Covington

The principal office where The Wealth Advisory Team, LLC performs its advisory services is located at 525 W. 5 Th Street, Covington, KY 41011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-331-7755 or by fax 859-331-4695. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cultivatingprosperity.com.