Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Yuval is a silent partner and shareholder in Wealth Enhancement Group LLC, a financial planning and wealth management firm, with an exit strategy being developed. He also serves as an advisory board member for ACS Industries, a manufacturing company, dedicating minimal time to this role.

Employment History
Current Registrations
Foster Victor
February 2024 - Present · 2 yrs
Previous Registrations
Wealth Enhancement Advisory Services, LLC
October 2022 - February 2024 · 1 yr 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Yuval Ezer - Financial Advisor | TrueAdvisor