Wesley Reed
Wesley Reed is a registered investment advisor at Private Client Services, LLC, based in Winston Salem, NC, with 28 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, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
110 Oakwood Drive, Suite 480, Winston Salem, NC, 27103
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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 a consultant for an aviation business and owns Whiskey Romeo 1, LLC, an airplane ownership and management company; each takes a few hours per week. He also works nearly full-time for Three Magnolias Financial Advisors as a Registered Investment Advisor.
Employment History
Current Registrations
Private Client Services, LLCBroker
Three Magnolias Financial Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Capital Markets CORP.Broker
State Registrations3 states
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