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Blaine Wood

12 Years of Experience
Pocatello, ID

Blaine Wood is a registered investment advisor at Freedom Day Solutions, LLC, based in Pocatello, ID, with 12 years of industry experience. Blaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 421 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
421 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$615.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fee varies between 50 and 250 basis points (0.50% to 2.50%) depending on portfolio size, composition, and services rendered. Digital assets are typically charged at 1.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

123 N. Main Street, Pocatello, ID, 83204

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Freedom Day Solutions, LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Centaurus Financial, INC.Broker
January 2021 - March 2021 · 2 mos
Centaurus Financial, INC.
December 2020 - March 2021 · 3 mos
Liftoff Financial Planning
December 2018 - January 2021 · 2 yrs 1 mo
Centaurus Financial, INC.Broker
September 2015 - December 2018 · 3 yrs 3 mos
Centaurus Financial, INC.
September 2015 - December 2018 · 3 yrs 3 mos
Strategic Advisers, INC.
September 2014 - September 2015 · 1 yr
Fidelity Brokerage Services LLCBroker
June 2014 - September 2015 · 1 yr 3 mos
State Registrations1 state
ID
Advisor

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
No exam information available for this advisor.
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