BH
BH

Blair Hrovat

8 Years of Experience
2 DisclosuresBrokerSells Insurance

Blair Hrovat is a registered investment advisor at W&s Brokerage Services, INC., based in Vincennes, IN, with 8 years of industry experience. Blair 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
Fee-Only (% of Portfolio)
Firm Size
98 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

624 Veterans Dr, Vincennes, IN, 47591-6346

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History

Regulatory History (2)
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Financial
June 2017
Final
Financial
February 2017
Final
Other Business ActivitiesSells Insurance

Blair is a full-time staff manager at Western & Southern Life in Terre Haute, Indiana.

Employment History
Current Registrations
W&s Brokerage Services, INC.
November 2020 - Present · 5 yrs 5 mos
W&s Brokerage Services, INC.Broker
August 2017 - Present · 8 yrs 8 mos
State Registrations7 states
FLILINKYMTOHSC
AdvisorBrokerBoth

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.