AW
AW

Anne Marie Wilson

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dublin, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anne is a realtor with GJP Realty LLC since 2003 and manages multiple rental properties through Valiant Investments LLC and individual LLCs. She also manages and performs in a local cover band called Six Foot Blonde Band, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Missionsquare Investment Services
August 2016 - Present · 9 yrs 6 mos
Missionsquare Retirement
August 2016 - Present · 9 yrs 6 mos
Missionsquare Investment ServicesBroker
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Nationwide Investment Advisors, LLC
July 2013 - July 2016 · 3 yrs
Nationwide Investment Services CorporationBroker
November 2011 - July 2016 · 4 yrs 8 mos
State Registrations13 states
CTDEKYMDMENHNJNYOHPARIVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.