Robert Wade is a registered investment advisor at W Advisors LLC, based in Germantown, TN, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 95 clients with $240M 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 | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are negotiable.
Fee Estimator
Location
2289 West Street, Germantown, TN, 38138
Get directionsHistory
Regulatory History (1)
Criminal
August 1985Other Business Activities
Robert is involved in several outside business activities. He manages a farm, generating farm income (minimal time), owns a condominium in Panama City Beach, Florida, generating rental income (about 10-20% of his time), and is a Member IAR of W Advisors, LLC, managing money for a fee (nearly full-time).
Employment History
Current Registrations
W Advisors LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley
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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