Willie Gholston is a CFA-designated registered investment advisor at Re-Envision Wealth, based in New York, NY, with 12 years of industry experience. Willie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 91 clients with $140M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are negotiable for accounts over $25,000,000. Investment consulting services carry a $5,000 minimum annual fee.
Fee Estimator
Location
260 Madison Avenue,, 8th Floor, New York, NY, 10016
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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 →Employment History
Current Registrations
Re-Envision Wealth
Previous Registrations
Money Script Wealth Management, PLLC
First Citizens Asset Management, INC
Bb&t Asset Management, INC.
State Registrations6 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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