Wayne Fernow
Wayne Fernow is a registered investment advisor at American Family Legacy Group, based in Oklahoma City, OK, with 25 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 112 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.65% |
| $3M+ | 1.50% |
Fees are negotiable based on the representative assigned, asset size, complexity, and servicing needs. Non-wrap fee program ranges from 0.50% to 1.50%.
Fee Estimator
Location
3030 NW Expressway, Suite 300, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Regulatory
December 2018Employment History
Current Registrations
American Family Legacy Group
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Allstate Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations3 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.
Exams
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