Wesley Wong is a registered investment advisor at LPL Financial LLC, based in Hailey, ID, with 34 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Hailey, ID
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
February 2025Customer Dispute
March 2019Customer Dispute
April 2009Other Business Activities
Wesley is a business owner of Landmark Fruit Company since 2015 and Carpinteria Fruit Company since 2016. He also manages Townsgate Wealth Management full-time and Virtue Jae Wealth Management Group, a business entity for tax/investment purposes, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations23 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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