Wyatt O'rourke is a registered investment advisor at Basilic, based in Denver, CO, with 1 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 22 clients with $1.8M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3700 N Franklin St., Suite 2, Denver, CO, 80205
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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 ActivitiesSells Insurance
Wyatt sells non-variable insurance products such as fixed life and fixed annuities. He is also a co-founder/consultant for Meera Capital, a software development and book publisher along with Bitcoin mining, dedicating minimal time to this venture.
Employment History
Current Registrations
Basilic
Previous Registrations
Oneamerica Securities, INC.Broker
State Registrations2 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.