Wakefield Hare is a CFP-designated registered investment advisor at Greater Than Financial, based in Savannah, MO, with 18 years of industry experience. Wakefield operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 163 clients with $64M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Each breakpoint band is subject to a minimum annual fee ($5,000 for $500K-$1M; $7,500 for $1M-$2.5M; $12,500 for $2.5M-$5M; $20,000 for $5M+). Fees are negotiable. Legacy clients may be subject to grandfathered schedules.
Fee Estimator
Location
Savannah, MO
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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
Wakefield serves as treasurer for Fillmore Christian Church since 2008 and Andrew County Nursing Home District since 2021. These roles involve financial oversight, record keeping, and reporting, taking minimal time.
Employment History
Current Registrations
Greater Than Financial
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
State Registrations3 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.
Exams
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- Donovan Brooks, CFPGreater Than Financial