Wesley Crowdis is a registered investment advisor at Winebrenner Capital Management LLC, based in Louisville, KY, with 15 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 459 clients with $260M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
A2 fee schedule is for portfolios that only contain fixed income investments such as, but not limited to, municipal bonds, federally insured certificates of deposit, and treasuries. Fixed income investments not included would be items such as but not limited to corporate bonds, preferred stocks and municipal bonds that are backed by corporations. A3 fee schedule of 0%, for any account size, is for accounts with no management oversight or holds managed Funds that already have a fee associated with them.
Fee Estimator
Location
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367
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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 the owner/member of Crowdis Lawn Care, providing lawn care services to a private dental office. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Winebrenner Capital Management LLC
State Registrations4 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.