Westley Tibbs is a registered investment advisor at Homestead Advisers CORP., based in Jefferson, MD, with 12 years of industry experience. Westley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Standard fee schedules vary by strategy: Equity strategies range from 0.32% to 0.70%, and fixed-income strategies range from 0.10% to 0.40%. Fees are negotiable.
Fee Estimator
Location
Jefferson, 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 →Employment History
Current Registrations
Homestead Financial Services CORP.
Homestead Advisers CORP.
Homestead Financial Services CORP.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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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