Wade Perry is a registered investment advisor at Stonemark Wealth Management, based in Pasadena, CA, with 28 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 376 clients with $520M 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 - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Standard fee schedule may be negotiable based on several factors.
Fee Estimator
Location
225 S. Lake Avenue, Suite 1170, Pasadena, CA, 91101
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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 ActivitiesSells Insurance
Wade is a Managing Principal at Stonemark Wealth Management DBA WESPAC Advisors So Cal LLC, managing client relationships and business functions. He also works as an agent/advisor for Time Financial/WSPC Insurance Services, placing insurance products for clients for minimal time each month.
Employment History
Current Registrations
Stonemark Wealth Management
Previous Registrations
The Leaders Group, INC.Broker
Key West Investments, LLCBroker
Girard Securities, INC.Broker
Sentinel Securities, INC.Broker
Wespac Advisors, LLC
Southwest Securities, INC.
Southwest Securities, INC.Broker
Tower Asset Management LLC
M. L. Stern & CO, LLC.
M.L. Stern & CO., LLC.Broker
Citicorp Investment ServicesBroker
Citicorp Investment Services
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Prudential Securities IncorporatedBroker
Putnam Mutual Funds CORP.Broker
State Registrations2 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.