Felix Tankersley is a CFP-designated registered investment advisor at Bmss Wesson Wealth Solutions, based in Birmingham, AL, with 19 years of industry experience. Felix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 265 clients with $700M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fee schedule serves as a general guideline and is subject to negotiation at the firm's discretion. Accounts over $10M are separately negotiated.
Fee Estimator
Location
3500 Colonnade Parkway, Suite 150, Birmingham, AL, 35243
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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 →Employment History
Current Registrations
Bmss Wesson Wealth Solutions
Previous Registrations
Oneascent Financial Services LLC
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, LLCBroker
Fifth Third Securities, INC.Broker
Sterne, Agee & Leach, INC.Broker
Fiserv Investor Services, INC.Broker
Link Investment Services, INC.Broker
Pfic Securities CorporationBroker
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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