Dianna Sheryl Jeffries

W&s Brokerage Services, INC.

4 Years of Experience

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Firm Information

W&s Brokerage Services, INC.

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 Management	Annual Fee
Up to $250K	1.50%
$250K - $500K	1.40%
$500K - $750K	1.30%
$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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementSocially Responsible InvestingTax Planning

Advisor Information

Office location

1001 Winstead Drive, Suite 385, Cary, NC, 27513-2117

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Regulatory History (1)

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