Wealth Enhancement Advisory Services (WEAS) provides personalized financial planning and investment management. WEAS offers services like financial planning, asset management, and referrals to outside investment managers. WEAS manages investments with consideration of client objectives, risk tolerance, and financial circumstances. WEAS may use sub-advisory agreements with independent registered investment advisors.
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.
