Wesley Brown
Wesley Brown is a CFP-designated registered investment advisor at Cogentblue, based in Knoxville, TN, with 17 years of industry experience. Wesley 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 4 more. Their firm serves 118 clients with $610M 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 | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable. Minimum annual fee of $10,000. Legacy clients and friends and family may pay a lower annual fee.
Fee Estimator
Location
4533 Papermill Drive, Suite 105, Knoxville, TN, 37909
Get directionsHistory
Regulatory History (1)
Regulatory
July 2024Other Business ActivitiesSells Insurance
Wesley is a licensed insurance agent providing fixed, variable, life, and general insurance policies. He also owns TaxPro USA, Inc. and spends a few hours per week managing the tax practice.
Employment History
Current Registrations
Cogentblue
Previous Registrations
Wealthcare Advisory Partners LLC
Rather & Kittrell, INC.
Asset Planning Corporation
Morgan Stanley & CO. Incorporated
Waddell & Reed, INC.
State Registrations1 state
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.