Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.
Areas of Practice
Advisor Information
Office location
41720 Winchester Rd., Suite F, Temecula, CA, 92590
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blake is a licensed insurance agent selling health and life insurance, dedicating a few hours per week to this activity. He also serves as a director and vice president on the board of BDT & Associates, Inc., is a member of Modern Choice Wealth Management, LLC, has an active real estate broker license, and is a co-trustee of a trust.