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The fee is billed in advance and is negotiable.","source":"WESPAC ADVISORS SOCAL, LLC FORM ADV PART 2A, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does WESPAC Advisors SoCal use?","answer":"WESPAC Advisors SoCal’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $333M and Charles Schwab & Co., Inc. (Westlake, TX), with $253M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WESPAC Advisors SoCal have?","answer":"WESPAC Advisors SoCal has 10 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WESPAC Advisors SoCal invest in?","answer":"At the end of its last fiscal year, WESPAC Advisors SoCal’s separately managed accounts held 47% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 2% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns WESPAC Advisors SoCal?","answer":"WESPAC Advisors SoCal’s direct owners are Peter Chen (50% to 75%) and Wade Perry (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WESPAC Advisors SoCal get paid?","answer":"WESPAC Advisors SoCal is paid through a percentage of assets under management, hourly charges and fixed fees. 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