Wesley Austin is a registered investment advisor at O'bannon & Davis INC., based in Williamsville, NY, with 4 years of industry experience. Wesley 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 477 clients with $63M 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 $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are subject to negotiation and at the sole discretion of O’Bannon & Davis Inc.
Fee Estimator
Location
6265 Sheridan Drive, Suite 118, Williamsville, NY, 14221
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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
O'bannon & Davis INC.
Previous Registrations
Equitable Advisors, LLCBroker
State Registrations1 state
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