Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The minimum amount of assets for an Investment Management Services relationship is $1 million, except for existing clients, their immediate families, and referrals. Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.
Fee Estimator
Investment management fees are calculated quarterly, based on a percentage of assets under management. For financial planning and personalized consulting, fees are charged hourly at $250/hour or a fixed fee. Foundational Planning services are offered for a fixed subscription fee of $125/month. The minimum amount of assets for an Investment Management Services relationship is $1 million, except for existing clients, their immediate families, and referrals. Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.
Areas of Practice
Advisor Information
Office location
2010 Corporate Ridge Road, Ste 530, Mclean, VA, 22102
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian is the President of DELICO Homes, an S Corp formed in 2017 to hold real estate. He spends minimal time on this activity outside of trading hours.