Jesse Stinnette is a registered investment advisor at Wallick Investments, LLC, based in Columbia, SC, with 16 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 249 clients with $130M 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 $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable. Clients who joined Wallick Investments before August 2022 received a discount to offset licensing fee Wallick Investments receives associated with Inspire’s EFT FDLS. The fees listed are for aggressive portfolios. Moderately Aggressive, Growth, Moderate, Balanced, Conservative, Very Conservative, Defensive, and 401K Plans have lower fees.
Fee Estimator
Location
2118 Lincoln Street, Columbia, SC, 29201
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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 Activities
Jesse is a Senior Vice President at CertusBank, responsible for investing client accounts through CertusWealth. This is a full-time position.
Employment History
Current Registrations
Wallick Investments, LLC
Previous Registrations
Certus Investment Advisors, LLC
The London Company of Virginia
State Registrations2 states
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