Advisor at Wellness Investment Advisers LLC
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
Wellness Investment Advisers LLC
Location
Dublin, OH 43017
Credentials
Series 63, Series 65
Industry experience
19 years
Robert Burnette is a financial advisor with Wellness Investment Advisers LLC in Piqua, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has served as CEO and insurance agent at Outlook Financial Center, LLC since 2016 and is also president of Assurance Tax and Business Services, where he prepares personal and business taxes. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, pension and profit-sharing plans, and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis, offers retirement plan consulting and participant education, and employs third-party managers under its oversight.
Based on Wellness Investment Advisers LLC
Based on Wellness Investment Advisers LLC
$0+: 1.00% annually (maximum, negotiable; may be lower for combined household accounts) Less than $2.5 Million - $2,499,999: 1.05% annually (ERISA Plan Services total advisory fee) $2.5 Million - $4,999,999: 1.00% annually (ERISA Plan Services total advisory fee) $5 Million - $6,999,999: 0.95% annually (ERISA Plan Services total advisory fee) $7 Million+: 0.90% annually (ERISA Plan Services total advisory fee) $0 - $500,000: 2.00% annually (Absolute Capital Management fees for assets up to $1,000,000; negotiable over $1,000,000) $0 - $500,000: 2.00% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $500,001 - $3,000,000: 1.50% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $3,000,001 - $5,000,000: 1.00% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $5,000,001 - $10,000,000: 0.80% annually (TPFG Variable Annuity and Separately Managed Accounts total annual fee) $0 - $500,000: 1.00% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $500,001 - $3,000,000: 0.75% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $3,000,001 - $5,000,000: 0.533% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee) $5,000,001 - $10,000,000: 0.433% annually (TPFG Managed Mutual Fund Strategy Accounts Institutional Class external fee)
$250 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting services charged at a negotiable hourly rate of $250 per hour; $500 due at signing with balance due upon delivery of the plan; fees may be waived if plan is implemented with Wellness.
655 Metro Place South, Suite 600
Dublin, OH 43017
Ohio · Texas
Outlook Financial Center, LLC
2016 - Present (10 years)
Wellness Investment Advisers LLC
2016 - Present (10 years)
Wellness Investment Advisers LLC
2015 - Present (11 years)
Ohio Financial Center
2014 - 2016 (2 years)
Assurance Tax and Business Services
2008 - Present (18 years)
Wellness Financial Consulting
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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