Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wela charges a fee for investment management services, including advice, consulting, and trade entry. The specific fees are set forth in the Investment Advisory Agreement and shall not exceed 1% annually. Fees are billed monthly in advance based on the market value of assets. Financial planning membership fees range from $1,000 to $10,000 annually, billed semi-annually, quarterly, or monthly. Hourly consulting is available at $250/hour. A minimum of $300,000 is required to open and maintain an individual account, but this may be waived.
Areas of Practice
Advisor Information
Office location
366 W Sunset Rd, Building 4, San Antonio;, TX, 78209
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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Esmond works as an associate planner and research assistant at Brent Forrest & Associates, LLC, a registered investment advisor (RIA). This planning and research takes about 10-20% of Esmond's time.