Piedmont Wealth Advisory Advertising Profile
Piedmont Wealth Advisory Company Overview:
This represents a break from the industry-standard "Fee only" or "Percentage of Assets Under Management (AUM)" approach. Our unique pricing approach provides clients with complete pricing clarity and the utmost confidence their financial interests are always being placed first! The investment industry has a long-held belief that an annual fee of 1% of a client's assets (or a slight variation of this level) is the appropriate pricing platform. Our belief is that this approach is outdated and filled with significant conflicts which adversely impact a client experience. Advisors using a "1% of Assets Under Management" also referred to as a "Fee Only" model continually urge clients to "invest more" as an opportunity to grow the overall advisory fee charged to a client. A question to ask yourself: If your portfolio grows 10%, should the advisor earn 10% more in advisory fees? Clients paying 1% of assets under management (AUM) or "Fee Only" are doing just that. Under a "% of AUM" pricing model, shifting assets from other custodians is continually encouraged by advisors in an effort to add to AUM and ultimately grow revenues paid by the client. Larger portfolio size generates higher fees - simple math. Additionally, mutual funds (when used) have internal fees, which push an overall client expense exposure to 1.5-1.9% annually. PWA offers more efficient and cost-effective approaches without sacrificing personalized service and potential overall portfolio returns. Over a market cycle of 5 + years, internal and external fees will significantly negatively alter the returns of an investor. We utilize customized portfolios containing a blend of individual holdings, passive and actively-managed investments (closely examining returns, risks and internal fees) results in a very predictable and transparent fee structure for the client. There are no hidden agendas, no internal products and no excessively high "seen and unseen" blended fees to drag down annual portfolio returns. The annual fee will be discussed in detail with ...
Piedmont Wealth Advisory Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Piedmont Wealth Advisory. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Piedmont Wealth Advisory's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Piedmont Wealth Advisory have?
Piedmont Wealth Advisory has 1 unique brands.
How much does Piedmont Wealth Advisory spend on media?
It is unknown how much Piedmont Wealth Advisory spends on media.
Piedmont Wealth Advisory Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Piedmont Wealth Advisory marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Piedmont Wealth Advisory?
The chief marketing officer at Piedmont Wealth Advisory is N/A.
How big is the Piedmont Wealth Advisory Marketing Team?
There are 1 staff members currently involved in marketing for Piedmont Wealth Advisory.
Piedmont Wealth Advisory Ad Spend 2025
This section digs into the specifics of the advertising spend at Piedmont Wealth Advisory and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Piedmont Wealth Advisory Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Piedmont Wealth Advisory, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Piedmont Wealth Advisory Media Mix
Explore a detailed breakdown of the last 12 months media spending for Piedmont Wealth Advisory across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Piedmont Wealth Advisory Social Media Marketing Ad Spend
See whether Piedmont Wealth Advisory is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.