Wesley Mcneillie
Wesley Mcneillie is a CFP-designated registered investment advisor at Robinson Smith Wealth Advisors, LLC, based in South Portland, ME, with 6 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 232 clients with $440M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and pre-existing relationships. The firm enforces a minimum annual fee of $7,500. Alternatively, some clients pay an annual fixed fee ranging from $7,500 to $50,000.
Fee Estimator
Location
82 Running Hill Road, Suite 205, South Portland, ME, 04106
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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 →Employment History
Current Registrations
Robinson Smith Wealth Advisors, LLC
Previous Registrations
Leconte Wealth Management, LLC
Raymond James Financial Services, INC.Broker
Southwestern Investment Advisory Services, INC.
Prudent Street Financial 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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