Michael
Magee
Wealthcare Advisory Partners LLC
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About this Advisor
Michael Magee is a financial advisor based in West Chester, Pennsylvania, working with Wealthcare Advisory Partners LLC. Michael has previously held positions at Berwyn Financial Services Corp, Killen Group Inc, Ultimus Fund Distributors, LLC, Chartwell Tsc Securities Corp, Chartwell Investment Partners, LLC, Carillon Fund Distributors, Inc, and Wealthcare Advisory Partners LLC Dba Longford Wealth Management. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and New Jersey. Currently, Michael is part of Wealthcare Advisory Partners LLC, which operates out of West Chester, Pennsylvania. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Magee Work History
Wealthcare Advisory Partners LLC Dba Longford Wealth Management
Chartwell Investment Partners, LLC
Carillon Fund Distributors, Inc
Chartwell Tsc Securities Corp
Ultimus Fund Distributors, LLC
Berwyn Financial Services Corp
Killen Group Inc
Disclosures
Please visit the SEC profile of Michael Magee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Advisory Partners LLC
West Chester, PA
Harleysville, PA
West Chester, PA
Neptune, NJ
West Chester, PA
Alpharetta, GA
West Chester, PA
Marietta, GA
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