Wesley Watkis is a registered investment advisor at The W & W Group LLC, based in Rockville, MD, with 29 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 300 clients with $24M 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 $100K | 1.75% |
| $100K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Non discretionary accounts will be charged $150 per year but may be waived at the sole discretion of the advisor.
Fee Estimator
Location
Rockville, MD
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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 ActivitiesSells Insurance
Wesley works as a consultant for Notlintech, an information technology company, dedicating about 10-20% of his time to managing cash flow projects. Wesley is also an independent insurance agent.
Employment History
Current Registrations
The W & W Group LLC
Previous Registrations
World Capital Brokerage, INC.Broker
Global Brokerage Services, INC.
Global Brokerage Services, INC.Broker
Fsc Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Nylife Securities INC.Broker
Global Brokerage Services, INC.Broker
State Registrations6 states
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