Wesley Humes is a registered investment advisor at Bdfs Capital LLC, based in Rehoboth Beach, DE, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 762 clients with $410M 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 | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Schedule reflects BDFS Capital's fee share when clients are directed to Betterment, Inc. Direct portfolio management services are charged as a negotiated annual flat fee.
Fee Estimator
Location
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
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 →Employment History
Current Registrations
Bdfs Capital LLC
State Registrations1 state
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
More Advisors
- Jeffrey Puglia, CFPBdfs Capital LLC
- Mark Nehra, CFPBdfs Capital LLC
- Mark Engberg, CFPCharles Schwab & CO., INC.
- Scott Mahoney, CFPMutual of Omaha Investor Services, INC.
- Burwell Hutchinson, CFPFoundation Wealth Management, LLC
- Cameron Fitzgerald, CFP