Tracy Wells is a registered investment advisor at Whitcomb & Hess, INC., based in Ashland, OH, with 14 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,368 clients with $490M 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 $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Fee Estimator
Location
1020 Cleveland Avenue, Ashland, OH, 44805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy is an independent beauty consultant since 1999, teaching skin care, makeup application, and providing customer service. This home business takes about 10-20% of Tracy's time overall, with minimal time spent during trading hours.
Employment History
Current Registrations
Whitcomb & Hess, INC.
State Registrations1 state
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