Brian Worley is a CFA-designated registered investment advisor at Wi Partners, LLC, based in Boston, MA, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WI Partners manages a private fund and receives management fees and performance-based allocations from the fund. The firm also receives a fixed annual fee for providing data to a third-party company, with the possibility of a discretionary bonus. WI Partners may waive or reduce fees at its discretion.
Location
1 International Place, 8th Floor, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wi Partners, LLC
Previous Registrations
Wi Partners, LLC
State Registrations1 state
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