Ross Wamsley
Ross Wamsley is a registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 17 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1609 West Main St, Russellville, AR, 72801
Get directionsHistory
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
Ross is an independent insurance agent selling fixed insurance products since 2016, dedicating nearly full-time hours to this activity. Ross is also a general partner in Kway Enterprises, managing family rental properties since 1992, but spends minimal time on this.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
Fox Chase Capital Partners, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
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.