How does the advisor help clients – Key Takeaways:
Wesley Owen Bales Investment Advisory Service provides expert financial advice and services to clients. With years of experience in the field, their team of professionals is equipped with the knowledge and resources to help clients achieve their financial goals.
Facts and Insights
Wesley Owen Bales Investment Advisory Service was founded in 2005 and has been in business for over 15 years. As of 2020, the firm manages over $500 million in assets and has a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
The advisors at Wesley Owen Bales Investment Advisory Service offer a range of financial services to their clients, including but not limited to:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
Wesley Owen Bales Investment Advisory Service works with a diverse group of clients, including individuals, families, and businesses. They tailor their services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
The firm follows a fee-only approach, which means their compensation is solely based on the services they provide and not on the sale of financial products. This ensures that their clients receive unbiased advice and recommendations.
The fees charged by Wesley Owen Bales Investment Advisory Service are based on a percentage of assets under management, which incentivizes the advisors to help clients grow their investments.
Background
Wesley Owen Bales, the founder of the firm, has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). The rest of the team also holds various certifications and qualifications, making them a highly knowledgeable and reputable group of financial advisors.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any disclosures that may affect their ability to provide unbiased advice. Wesley Owen Bales Investment Advisory Service has a clean record with no disciplinary actions or legal issues.
The firm is transparent about their compensation structure and any potential conflicts of interest that may arise. They prioritize their clients’ best interests and are committed to providing ethical and responsible financial advice.