Wesley White is a registered investment advisor at Altruist Advisors LLC, based in Raleigh, NC, with 12 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 244 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.0% to 2.5% per year and are negotiable based on factors such as account complexity and total investable assets.
Fee Estimator
Location
4350 Lassiter at North Hills Avenue, Suite 240, Raleigh, NC, 27609
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 is the owner of Patriot Wealth Management since 2014 and sells insurance products. This takes about half of his time, with most of it occurring during trading hours.
Employment History
Current Registrations
Altruist Advisors LLC
Previous Registrations
Brookstone Capital Management LLC
Formula Folio Investments
Brookstone Wealth Advisors, LLC
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.
Exams
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