TrueAdvisor
TrueAdvisor
BH
BH

Blair R Hrovat

W&s Brokerage Services, INC.
8 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible InvestingTax Planning
W&s Brokerage Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
82 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$250

Location

624 Veterans Dr, Vincennes, IN, 47591-6346

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2017
Final
Financial
February 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Blair is a full-time staff manager at Western & Southern Life in Terre Haute, Indiana.

Employment History
Current Registrations
W&s Brokerage Services, INC.
November 2020 - Present · 5 yrs 3 mos
W&s Brokerage Services, INC.Broker
August 2017 - Present · 8 yrs 6 mos
State Registrations6 states
FLILINKYOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.