Wesley Ratelle
Wesley Ratelle is a registered investment advisor at Verity Asset Management, based in Citrus Heights, CA, with 2 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,838 clients with $1.2B 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 $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Enhanced Income Model charges a flat 0.60% and Tax-Exempt Income Model charges a flat 0.90%. Certain models carry additional strategy-specific management fees.
Fee Estimator
Location
7921 Kingswood Dr, Ste A1, Citrus Heights, CA, 95610-7710
Get directionsHistory
Regulatory History (1)
Criminal
September 2020Other Business ActivitiesSells Insurance
Wesley is an insurance agent at Teacher's Pension and Insurance Services, Inc. since 2022, selling insurance and annuity products, and a sole proprietor at Retirement Consulting for Educators DBA RC Educators since 2017, providing education, consulting, and retirement planning. These activities take about half of Wesley's time and a little over half of Wesley's time, respectively.
Employment History
Current Registrations
Verity Asset Management
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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