Quinten Wise
Quinten Wise is a registered investment advisor at Beacon Associates Wealth Management, LLC, based in Maumee, OH, with 5 years of industry experience. Quinten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 203 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Associates uses a third-party manager to manage investments. The fee for this service is a percentage of the value of your portfolio and is negotiable, ranging from 0.10% to 2.00% per year. These fees are typically paid monthly or quarterly. You are responsible for third-party fees such as custodian fees and mutual fund fees.
Location
1755 Indianwood Circle,, Suite 200, Maumee, OH, 43537
Get directionsHistory
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
Quinten is an insurance agent at Beacon Associates Insurance Agency, LLC, dedicating about half of his time to insurance sales. He also works as a financial educator for American Financial Education Alliance, spending a few hours per week educating individuals on social security and retirement planning.
Employment History
Current Registrations
Beacon Associates Wealth Management, LLC
Previous Registrations
Simplicity Wealth
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.