Robert Wade
Advisor at W Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
W Advisors LLC
Location
Germantown, TN 38138
Credentials
Series 63, Series 65
Industry experience
22 years
About
Robert Wade is a financial advisor at W Advisors LLC in Germantown, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with W Advisors LLC since 2013. Outside of his advisory role, Wade manages an agricultural business focused on farming rice, beans, and wheat. W Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods and investment strategies, offers access to separately managed accounts through Schwab, and provides corporate and pension consulting services.
Client services
Based on W Advisors LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on W Advisors LLC
General retirement planning
General tax planning
Wealth management
Fee options
Flat fees generally range from $1,500 to $10,000 for financial planning and consulting services.
$0+: Up to 1.25% annually (negotiable) for Comprehensive Portfolio Management $0+: 1.00% annually for Separately Managed Accounts (SMA) charged by W Advisors LLC $0+: 0.50% annually for Separately Managed Accounts (SMA) charged by Schwab (additional to W Advisors LLC fee)
Representatives may accept commissions for securities sales as registered representatives of a broker-dealer.
$350 per hour for financial planning and consulting services.
Account minimum: $100,000 Fee-only: Hourly fee $350; Flat fees range from $1,500 to $10,000; Fees negotiable.
Location
2289 West Street
Germantown, TN 38138
Most active in
Robert W has reported serving >5 clients in these states in the last 12 months.
Louisiana · Tennessee · Texas
Work history
W Advisors LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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