Wesley Bales
Wesley Bales is a registered investment advisor at Wesley Owen Bales Investment Advisory Service, based in Sugar Land, TX, with 22 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Flat fees are used where possible to best align fees with a customer’s needs and past history with advisor. Fees are negotiated on a client-by-client basis.
Fee Estimator
Location
7422 Greatwood Lake Dr,, N/A, Sugar Land, TX, 77479
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Regulatory 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 →Employment History
Current Registrations
Wesley Owen Bales Investment Advisory Service
State Registrations1 state
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.