Jeffrey Schulte
Jeffrey Schulte is a ChFC-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Marco Island, FL, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
Marco Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
First Capital Advisors Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Cantor Fitzgerald Wealth Partners, LLC
Montage Securities, LLCBroker
Mariner Wealth Advisors, LLC
CBIZ Wealth Management, LLC
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Services
Emoney Securities LLCBroker
Prudential Securities IncorporatedBroker
Fsc Securities CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.