Wells Global Investment Advisers Llc
Winter Haven, Florida
5.0
1 Review
Wells Global Investment Advisers LLC, based out of Winter Haven, FL, is a small investment advisory firm dedicated to providing comprehensive financial solutions. With a team of three skilled professionals, two of whom specialize in investment advisory services, the firm caters to a diverse clientele. As an industry-average asset management firm, Wells Global Investment Advisers oversees an impressive average of approximately $103,110,000 in assets per investment advisor. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and commissions. With...
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Assets Under Mgmt

$91M

Investment Professionals

2

Locations

0

% 401K & Individual

35%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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