Blair R Hrovat
Advisor at W&S BROKERAGE Services, Inc. — Columbus, IN
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Columbus, IN 47203-2434
Blair Hrovat is a financial advisor with W&S Brokerage Services, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at W&S Brokerage Services since 2017 and is also a full-time staff manager at Western & Southern Life, where he has been employed since 2012. W&S Brokerage Services is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a wrap-fee asset allocation program with 25 model portfolios invested in a mix of affiliated and unaffiliated mutual funds, ETFs, and money market funds. The firm serves individual clients as well as retirement and benefit plan accounts, using a model-based, discretionary investment approach with strategic and tactical allocations provided by Fort Washington Investment Advisors.
Based on W&S BROKERAGE Services, Inc.
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.40% annually $500,001 - $750,000: 1.30% annually $750,001+: 1.10% annually
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $500 for most Investment Objectives; $250 for EnFocus™; $75 for Companion Account with EnFocus™ Fee-only: W&S Wealth Solutions Fee is asset-based with no commissions on program assets
Columbus, IN
3007 25th Street, Suite F
Columbus IN 47203-2434
Advisors at this office
2
Indiana · South Carolina
9 years of industry experience
W&S Brokerage Services
2017 - Present • 9 years
Cincinnati, OH
Western & Southern Life
2012 - Present • 14 years
Terre Haute, IN
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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