Wayne Demeester
Wayne Demeester is a registered investment advisor at Soltis Investment Advisors, LLC, based in Sammamish, WA, with 22 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,499 clients with $8.4B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may vary and can be negotiated on an individual basis. For certain qualified accounts, performance-based fees may be offered.
Fee Estimator
Location
Sammamish, WA
Get directionsHistory
Regulatory History (1)
Criminal
November 2005Other Business ActivitiesSells Insurance
Wayne is involved in several business activities, including being a member of the BYU Marriott School of Business Entrepreneur Advisory Board, a partner in multiple partnerships and funds, and a board member of Vesiflo. Wayne is also a licensed insurance agent in Washington.
Employment History
Current Registrations
Soltis Investment Advisors, LLC
Previous Registrations
Definitive Advisors LLC
Wachovia Securities, 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.