Fay Wells is a registered investment advisor providing investment strategy advice, portfolio construction recommendations, and educational seminars to individuals. Clients are responsible for implementing the advice and executing trades. Fay Wells may meet with clients quarterly to review their accounts. Recommendations are customized to individual client needs and may include various securities like mutual funds, ETFs, stocks, and bonds.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly Investment & Advising - $500/hour (billed monthly), subject to a minimum of $500/year per account
- Education Seminars / Workshops - $500/hour (billed monthly), subject to a minimum of $500/year
- One-time setup fee - $250
One-Time Plan:$250
Hourly Rate:$500/hr
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