Wesley Wood
Wesley Wood is a registered investment advisor at Key Capital Management, INC., based in Hendersonville, TN, with 18 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2,018 clients with $390M 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 | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
Location
181 East Main St. Suite #7, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2021Investigation
March 2018Regulatory
January 2017Employment Separation After Allegations
May 2016Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Wesley owns Wood Financial Group, LLC, a financial services and tax preparation business, and dedicates full-time hours to it. Wesley also owns rental real estate, spending minimal time on it each month.
Employment History
Current Registrations
Key Capital Management, INC.
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
MML Investors Services, INC.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.