W&S ADVISORY SERVICES, LLC
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About the firm
Fabric offers custodial UGMA investment accounts for children on an easy-to-use platform, operating under the Gerber Life name. The platform provides simplified investing with guided support, professionally managed portfolios, and penalty-free withdrawals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
UGMA custodial investment accounts for minors featuring professionally managed portfolios, penalty-free withdrawals, SIPC protection up to $500k, no commissions, and flat-fee pricing starting at $3/month
Who they serve
Parents and guardians looking to open investment accounts for their children
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6,689 | $5.3M |
6,689 total clients reported on Form ADV.
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. W&S ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.