Wesley Brown
Wesley Brown is a ChFC-designated registered investment advisor at Remnant Wealth, based in Gaithersburg, MD, with 10 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.14% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Where the Firm waives the $200,000 account minimum, the annual fee will be set at 1.14%, subject to a $2,280 minimum annual fee.
Fee Estimator
Location
Gaithersburg, MD
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
Wesley sells property and casualty insurance, as well as life, disability, and long-term care insurance from carriers other than Guardian, since 2017. These activities take minimal time.
Employment History
Current Registrations
Remnant Wealth
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
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.