Wesley Litwin is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 1 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B 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 | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
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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
Wesley is the owner of In-Vision Art LLC DBA Magik 5 Tattoo, managing artist appointments as needed since October 2024. This activity is not investment-related.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
State Registrations46 states
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