Assante Wealth Management FAQ answers what physicians, dentists and other clients usually need to know about cost, the $500,000 minimum, account decisions and ongoing reviews. The first question most people ask is how the firm is paid; that answer appears immediately below, followed by what happens when your accounts, practice or retirement income need attention.
Frequently asked questions
Who is Assante Wealth Management for if I am a physician with a late start?
Assante Wealth Management serves households across the country, including physicians and dentists with $500,000 or more in investable assets. The firm advises clients remotely by video conference and telephone, with meetings arranged by appointment. Its office is at 317 South Juniper Street, Philadelphia, PA 19147, United States.
How does Assante Wealth Management get paid if I have a 401(k) and practice?
Assante Wealth Management is paid through the arrangement described to you before you agree to work together. You see the full cost in writing before signing anything, so you can review the expense alongside your 401(k), IRA, practice and student-loan decisions. The firm does not publish a fee amount on this website.
Can I work with Assante Wealth Management below $500,000 if my dental practice is growing?
The client minimum is $500,000 in investable assets. If you have less than that, Assante Wealth Management may not be the right fit through this service, and you can ask whether your situation can be reviewed. Investable assets generally means money available for investment, not the value of your home or practice.
Is talking with Assante Wealth Management free if I still have student loans?
No, an introductory conversation is not described as a paid service on this website; the cost of an ongoing relationship is presented before you agree to it. Assante Wealth Management does not publish a separate consultation price, so ask for the applicable terms when you submit a request. The firm schedules conversations by appointment.
What decisions do I still make after Assante Wealth Management reviews my accounts?
You keep the decisions that belong to you, including whether to retire, sell a practice, change jobs, give money to family or accept a proposed investment plan. Assante Wealth Management organizes the financial analysis and explains trade-offs, but you approve account changes and professional referrals. Your attorney and tax professional remain responsible for legal and tax advice.
Where is my IRA money held if Assante Wealth Management advises me?
Assante Wealth Management does not state that it holds client money itself; custody depends on the account arrangement selected for a client. Ask where each account is held, who sends statements and who can authorize transactions. A custodian generally holds investments and provides account records, while the wealth advisor helps with planning and investment decisions.
Can Assante Wealth Management compare Social Security at 67 with my pension start date?
Yes, Assante Wealth Management can include Social Security and pension timing in a retirement plan when those income sources affect your choices. The useful comparison is often claiming Social Security earlier versus waiting, alongside pension elections and portfolio income draws. Bring your Social Security estimate and pension election paperwork; the firm can explain the cash-flow trade-off, but the agency or plan controls the benefit.
What can Assante Wealth Management help with if I own a medical practice?
Assante Wealth Management can discuss the decisions physicians and dentists commonly face, including retirement saving, IRA and employer-plan coordination, practice ownership questions, student debt, income draws and investment allocation. The firm works with the accounts and information you provide, while attorneys and tax professionals handle legal documents and tax filings. Specific services should be confirmed for your situation.
How often will Assante Wealth Management review my 401(k), IRA and taxable account?
Reports and reviews should show how your accounts are positioned, what changed, what the plan assumes and which decisions need your attention. Assante Wealth Management does not publish a fixed review schedule on this website, so the timing is set in your written arrangement. A useful review might compare your 401(k), IRA, taxable account and practice goals on one page.
Can I pause Assante Wealth Management after changing jobs or sell the practice later?
Yes, you can ask to pause or end the relationship, but the account and agreement terms determine what happens next. Assante Wealth Management can explain outstanding fees, account instructions and any investment consequences before changes are made. A hypothetical $600,000 portfolio sold all at once could create tax consequences, so ask what can be transferred without selling.
What does Assante Wealth Management do if my 401(k) falls 15 percent?
Assante Wealth Management does not promise to prevent losses when markets fall; it reviews the plan, risk level, cash needs and proposed changes with you. If your portfolio drops 15 percent, a $500,000 balance would be about $425,000 before other changes. Investments can lose value, and you may receive less than you invested. The firm does not guarantee a recovery.