Robert Wade is a registered investment advisor at W Advisors LLC, based in Germantown, TN, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 96 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W Advisors offers investment management through Comprehensive Portfolio Management and Separately Managed Accounts.
For Comprehensive Portfolio Management, the maximum annual fee is 1.25% of your portfolio. This fee is negotiable.
For Separately Managed Accounts, W Advisors charges 1.00% annually, and Schwab charges an additional 0.50% annually.
Location
2289 West Street, Germantown, TN, 38138
Get directionsHistory
Regulatory History (1)
Criminal
August 1985Other Business Activities
Robert is involved in several outside business activities. He manages a farm, generating farm income (minimal time), owns a condominium in Panama City Beach, Florida, generating rental income (about 10-20% of his time), and is a Member IAR of W Advisors, LLC, managing money for a fee (nearly full-time).
Employment History
Current Registrations
W Advisors LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley
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.