Eileen Proud is a registered investment advisor at Wt Wealth Management, LLC, based in Tampa, FL, with 35 years of industry experience. Eileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,141 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of your portfolio's value. The exact percentage is negotiable and can range from 0% to 2%. The fee is collected quarterly in advance. If you end the relationship early, you'll receive a refund for any unearned portion of the fee.
Location
Tampa, FL
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Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Eileen is a Member, Owner, and President of True Financial Wealth Management Firm, LLC since 2006. She spends minimal time on this activity, as it is primarily an active entity to manage.
Employment History
Current Registrations
Wt Wealth Management, LLC
Previous Registrations
True Financial Wealth Management Firm LLC
Financial Advisers of America, LLC
Girard Securities, INC.
Sentra Securities CORP
True Financial Wealth Management Firm LLC
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.