Wesley Whitten
Wesley Whitten is a registered investment advisor at The Fiduciary Alliance, based in Jacksonville, FL, with 5 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 8,964 clients with $2.5B 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 | 2.00% |
Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.
Fee Estimator
Location
6639 Southpoint Parkway, Suite 106, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (4)
Financial
January 2020Financial
January 2019Financial
February 2018Employment Separation After Allegations
June 2014Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Encompass More Asset Management LLC
Sagepoint Financial, INC.
Metlife Securities INC.
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.
Exams
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