Helpful Questions to Ask from CBSnews.com
1. Are you registered as an investment advisor?
Yes, I have been registered with the SEC since 1992.
2. How will I pay for your services?
Compensation is paid on a percentage basis of the account value. Fee-based only, no sales commissions or back end charges.
3. What experience do you have?
I worked my way through college as an accountant at Food Maker, the parent company of Jack in the Box (NYSE: JBX). Once I graduated with my MBA from National University, I started a small practice managing taxes and money. After being recruited by Great American Bank to manage money for their clients, I formed my firm Wilsey Asset Management in 1992.
For over 14 years I have hosted the radio show "Smart Investing" on 760AM-KFMB and for the past 15 years, written a weekly financial column for the San Diego Daily Transcript. I have also served as a guest financial commentator on local and national broadcast news stations such as CNBC, CNN, Bloomberg, and Fox Business.
4. What services do you offer?
Individually Managed Accounts, Personal & Business Accounts, Retirement Planning - 401(k), Trusts & Foundations, Traditional IRA, Roth IRA, SEP IRA, Simple IRA.
5. What is your approach to financial planning and investing?
My investment approach is based on a deep analysis of the fundamentals of the company for bonds, stocks, or other investment vehicles. Also, an in-depth look at the financial statements such as the income statement, balance sheet, and cash flows are critical in my practice. In addition I complete readings of these company's quarterly and yearly results.
6. Can you provide three references?
Yes, upon request.
7. How often will we interact?
As often as you would like. Wilsey Asset Management hosts quarterly events for our clients, rotating brunch & dinner events, to keep you updated and informed on investments in the portfolio. Wilsey Asset Management also has a policy to respond to client inquiries and questions within a 24-hour window.
8. Is there anything in your regulatory record that I should know about?
The record of my firm and myself is completely clean with not one complaint.
Wilsey Asset Management Inc. is dedicated to addressing your financial needs. Our firm withholds a 24 hour contact return policy, if you would like to speak with Brent Wilsey or one of the Wilsey Asset Management team members please use any of these options listed on this page.