Wayne Pastel
Wayne Pastel is a registered investment advisor at Single Track Financial, INC., based in Woburn, MA, with 22 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 34 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
10 Cedar Street, Suite 17, Woburn, MA, 01801
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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
Wayne is a lawyer and partner in a law practice, dedicating nearly full-time hours to it. He is also a licensed insurance agent selling life insurance in conjunction with his law practice and owns/operates Single Track Financial, Inc. as an RIA, spending a few hours per week on it.
Employment History
Current Registrations
Single Track Financial, INC.
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.