Alston Wade is a registered investment advisor at Fcg Investment Company, based in Germantown, TN, with 5 years of industry experience. Alston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $570M 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 | 0.90% |
Fees are negotiable.
Fee Estimator
Location
9040 Garden Arbor Dr, Ste 206, Germantown, TN, 38138
Get directionsHistory
Regulatory History (2)
Criminal
July 1986Criminal
June 1985Other Business Activities
Alston is a CPA with Wade Consulting, spending about 10% of his time there. He also dedicates minimal time to a conservancy, with no custody, control, or check-writing duties.
Employment History
Current Registrations
Fcg Investment Company
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.