Academy Wealth Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts and estates, corporations and businesses, and also accepts institutional clients. Services include developing investment policy statements, strategic asset allocation, portfolio construction and ongoing oversight and reporting.
Investment decisions are grounded in fundamental analysis and an asset-allocation framework intended to balance risk and return, with a generally long-term orientation while permitting shorter-term trades for rebalancing or client needs. The firm applies an internal due-diligence process to select equities, fixed income and cash holdings and, when specifically agreed, may use non-core strategies such as options, margin and short sales and active trading in concentrated portfolios.
As a solo, fee-only registered advisor managing approximately $45.2 million in client assets, the firm’s engagement with institutional accounts is an uncommon feature for a firm of this size. It does not take custody of client assets (fees are deducted by the custodian with client authorization) and maintains a Code of Ethics and privacy practices disclosed in its Form ADV.
Client services
Expertise
Fee options
$0 - $100,000: 1.26% annually $100,000 - $500,000: 1.16% annually $500,000 - $1,000,000: 0.65% annually $1,000,000 - $4,000,000: 0.60% annually $4,000,000 - $5,000,000: 0.55% annually $5,000,000+: 0.50% annually
Account minimum: No minimum account size required (accounts under $100,000 are charged a 1.26% fee) Fee-only: Investment advisory fees based on assets under management as tiered schedule; no commissions received.
Main office
Pocono Pines PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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