Brian Wakefield is a registered investment advisor at Simplicity Wealth, based in Ocala, FL, with 7 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
7500 SW 61st Ave, Suite 700, Ocala, FL, 34476
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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 Activities
Brian prepares client taxes as an outside business activity. This activity is not investment-related.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.Broker
Previous Registrations
Mutual Trust Asset Mgmt., INC.
Calton & Associates, INC.Broker
Mutual Trust Company of America SecuritiesBroker
Edward Jones
Edward JonesBroker
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.
Exams
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