Wesley Owen Bales Investment Advisory Services provides investment advice to individuals and high net worth individuals. The firm helps clients design, implement, monitor, and maintain investment portfolios based on their risk tolerance, investment goals, and constraints. Services are tailored to each client's specific needs, and clients may impose restrictions on investments.
Assets Under Management$32M
Clients38
Advisors1
Avg. per Client$830K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Flat fees are used where possible to best align fees with a customer’s needs and past history with advisor. Fees are negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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