Gerald Fahey
Gerald Fahey is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Malvern, PA, with 25 years of industry experience. Gerald 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
30 Liberty Blvd, Suite 200, Malvern, PA, 19355
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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.
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Gerald is a board member and treasurer for The Phelps School, overseeing the school's investment accounts. He also works full-time as a financial planner for Hoover Financial Advisors, preparing and delivering financial plans and monitoring clients.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hoover Financial Advisors, INC.
New England Securities Corporation
New England SecuritiesBroker
LPL Financial LLCBroker
LPL Financial LLC
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.