Wesley Mcneillie is a CFP-designated registered investment advisor at Robinson Smith Wealth Advisors, LLC, based in South Portland, ME, with 6 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 232 clients with $440M 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 - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
RSWA may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
82 Running Hill Road, Suite 205, South Portland, ME, 04106
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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 →Employment History
Current Registrations
Robinson Smith Wealth Advisors, LLC
Previous Registrations
Leconte Wealth Management, LLC
Raymond James Financial Services, INC.Broker
Southwestern Investment Advisory Services, INC.
Prudent Street Financial Advisors, LLC
State Registrations1 state
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