Wesley Ursick is a registered investment advisor at Scsc Advisors, LLC, based in Rancho Santa Fe, CA, with 32 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset management fees range up to 1.00% and are negotiable based on account size, asset types, and strategy. A set-dollar fee structure may be used in certain cases, not exceeding the maximum rate.
Fee Estimator
Location
16950 Via De Santa Fe, Suite 5060-180, Rancho Santa Fe, CA, 92067
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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 →Other Business Activities
Wesley is involved in real estate rental through URSCO, LLC since 1995 and serves as a non-profit board member for Health Solutions since 2000. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Scsc Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Dain Bosworth IncorporatedBroker
State Registrations2 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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