Wayne Segear
Wayne Segear is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in South Burlington, VT, with 23 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
110 Kimball Avenue Ste 118, South Burlington, VT, 05403
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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 ActivitiesSells Insurance
Wayne provides tax advice and preparation services through Ellsworth Segear & Company, a CPA firm. Wayne also holds an insurance license and may recommend insurance products on a commission basis.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Invicta Advisors LLC
Invicta Capital LLCBroker
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
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.