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Wealthtrust Asset Management, LLC
SEC-regulated
Registered investment advisor
WealthTrust Asset Management, LLC, operating under various names such as TAMP Advisory Solutions and Duncan McHugh Investments, is a Registered Investment Adviser based in Destin, FL. Established in 2014, the firm offers discretionary asset management services under its WealthTrust DBS Portfolios and WealthTrust Tenma Portfolios. Clients can choose between "wrap" and "non-wrap" fee structures, with the firm customizing investment strategies individually. WealthTrust provides discretionary and non-discretionary investment services, with discretionary accounts allowing the firm to trade and rebalance without client consultation.
The firm requires a minimum initial investment of $100,000 and manages regulatory assets under discretionary management of $158,339,606. WealthTrust offers various investment portfolio strategies, including equity and fixed income options, with a focus on risk management and diversification. Clients are provided with performance reports and account statements regularly. WealthTrust operates under a fiduciary duty, acting in the best interests of clients, and has established a Code of Ethics to mitigate conflicts of interest. Additionally, the firm may receive referral fees and expense reimbursements from third parties, which are disclosed to clients. WealthTrust has not faced any disciplinary actions and maintains financial transparency with clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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