Robert Aamodt
Robert Aamodt is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Farmington, UT, with 27 years of industry experience. Robert 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
630 N Main St, Farmington, UT, 84025
Get directionsHistory
Regulatory History (3)
Regulatory
February 2010Customer Dispute
February 2009Customer Dispute
December 2008Other Business Activities
Robert owns multiple rental properties through Manchester Holdings LLC, 48 South LLC, Rock House Holdings LLC, and Rock House Management LLC. He also works as an adjunct instructor at the University of Utah and serves as a trustee for a family member's trust, dedicating minimal time to each activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Rock House Financial
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Knox Capital Advisors, LLC
Kcg Securities, LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.