Gareth Caluducan
Gareth Caluducan is a registered investment advisor at W&s Brokerage Services, INC., based in Willoughby, OH, with 10 years of industry experience. Gareth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
4230 State Route 306, Suite 300, Willoughby, OH, 44094
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2025Customer Dispute
December 2024Employment Separation After Allegations
March 2016Other Business ActivitiesSells Insurance
Gareth is a full-time sales agent for Western Southern Life and a partner in The Roundtable Building, LLC, a real estate/rental income venture. He also co-owns ECG Entertainment LLC (a professional wrestling training school) and Exodus Pro Apparel, and volunteers with Team IBB, All Choices Matter, and Emerging Leaders of United Way Lake County.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
The Huntington Investment CompanyBroker
State Registrations9 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.