Wesley Hunter
Wesley Hunter is a registered investment advisor at Qtr Family Wealth, LLC, based in Lake Mary, FL, with 24 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 191 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management services, QTR Family Wealth charges either a percentage of your portfolio or a flat monthly or annual fee, depending on your needs. The annual fee will not exceed 2% of your portfolio. Fees are negotiable based on account size, type, service level, and other factors. Fees are charged monthly based on the average daily balance of your account.
Location
605 Crescent Executive Court, Suite 104, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2017Customer Dispute
January 2011Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Wesley co-owns Raft Integrations, LLC, an IT installation company, and Florida Site Services, a construction company, dedicating about 10-20% of his time to each. He also owns several LLCs for personal investments and revenue management, and has been an independent licensed insurance agent since 2001 selling annuities and long-term care insurance.
Employment History
Current Registrations
Qtr Family Wealth, LLC
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
First Union Securities, INC.Broker
State Registrations1 state
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.