Jack Wilson is a registered investment advisor at Centerline Wealth Advisors, LLC, based in Louisville, KY, with 4 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 268 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centerline Wealth Advisors charges a percentage of the assets they manage for investment management services. The fee varies between 0.40% and 2.00% annually, depending on the amount of assets managed and the complexity of the engagement. The minimum management fee may be waived. Adjustments are made for large deposits and withdrawals during the quarter.
Location
10200 Forest Green Blvd., Suite 306, Louisville, KY, 40223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Centerline Wealth Advisors, LLC
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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