Wesley Read is a CFP-designated registered investment advisor at Practicecfo Investments, based in San Diego, CA, with 18 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,052 clients with $330M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable. Schedule is 'up to' the listed percentage.
Fee Estimator
Location
13400 Sabre Springs Parkway, Suite 255, San Diego, CA, 92128
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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
Wesley is the President of Wesley W. Read Accountancy Corporation (PracticeCFO), dedicating about half of his time to accounting work. He is also a Partner at SPP Dental Management, spending a few hours per week on dental practice management.
Employment History
Current Registrations
Practicecfo Investments
Previous Registrations
Symmetric Wealth Management, LLC
Moss Adams Wealth Advisors LLC
State Registrations2 states
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