Wade Williard
Wade Williard is a registered investment advisor at Virginia Wealth Management Group, INC., based in Virginia Beach, VA, with 3 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 117 clients with $390M 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 | 1.00% |
Fee Estimator
Location
4460 Corporation Lane, Suite 180, Virginia Beach, VA, 23462
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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
Wade works as a waiter/manager at Aldo's Ristorante, a restaurant, dedicating about 10% of his time. This activity is not investment-related.
Employment History
Current Registrations
Virginia Wealth Management Group, INC.
State Registrations1 state
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