Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
82 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

You'll pay an annual fee based on the value of your account. The fee is 1.50% on the first $250,000, 1.40% on the next $250,000, 1.30% on the next $250,000, and 1.10% thereafter. There is a minimum quarterly fee of $500 for accounts with an Investment Objective of Total Return, Income Oriented, Socially Conscious and Tax Aware. For an account with an Investment Objective of EnFocus ™, the minimum quarterly fee is $250. For a Companion Account with an Investment Objective of EnFocus ™, the minimum quarterly fee is $75. The W&S Wealth Solutions Fee is charged to your account each quarter, in advance.

Areas of Practice
Investment ManagementSocially Responsible InvestingTax Planning
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Advisor Information

Office location

624 Veterans Dr, Vincennes, IN, 47591-6346

Get directions
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2017
Final
Financial
February 2017
Final
Other Business ActivitiesSells Insurance

Blair is a full-time staff manager at Western & Southern Life in Terre Haute, Indiana.

Employment History
Current Registrations
W&s Brokerage Services, INC.
November 2020 - Present · 5 yrs 2 mos
W&s Brokerage Services, INC. Broker
August 2017 - Present · 8 yrs 5 mos
State Registrations6 states
FLILINKYOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.