Elmo Wedderburn
Elmo Wedderburn is a registered investment advisor at Everythinghr Financial Services LLC, based in Rochester Hills, MI, with 31 years of industry experience. Elmo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $23M 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 $2.0M | 1.50% |
| $2M+ | 1.25% |
Fee Estimator
Location
1055 South Blvd E Suite 225, Rochester Hills, MI, 48307
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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
Elmo is involved in several outside business activities, including serving as an industry arbitrator, board member for a neighborhood association and charter school, rental property owner, focus group participant, election inspector, airline ticket agent, and notary public. None of these activities appear to be investment or insurance related.
Employment History
Current Registrations
Everythinghr Financial Services LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
E*trade Clearing LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Banc of America Securities LLCBroker
Montgomery SecuritiesBroker
Painewebber IncorporatedBroker
State Registrations3 states
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.