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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Anders is an investment advisor at Brent Forrest & Associates, LLC, dedicating about 10-20% of his time to holistic financial planning. He is also a partner in Sunset Real Estate Partners LLC, spending minimal time operating the building his firm rents.