Willie Gholston is a CFA-designated registered investment advisor at Re-Envision Wealth, based in New York, NY, with 11 years of industry experience. Willie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 70 clients with $120M 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 negotiable for accounts above $25,000,000. Minimum annual fee of $5,000 for investment consulting services.
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.
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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
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