BH
BH

Blair Hrovat

9 Years of Experience
Vincennes, IN
2 DisclosuresBrokerSells Insurance

Blair Hrovat is a registered investment advisor at W&s Brokerage Services, INC., based in Vincennes, IN, with 9 years of industry experience. Blair is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 772 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
104 advisors
Number of Clients
772 clients
Average Client Portfolio
$333K average
Assets Under Management
$257.2M

Fee Structure

Minimum Investment:$75K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%

Fees may be negotiable at the sole discretion of W&S Brokerage Services, Inc. Potential fee reductions apply if funded from previous accounts that incurred commissions within 36 months.

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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 11 mos
W&s Brokerage Services, INC.Broker
August 2017 - Present · 9 yrs 2 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.
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