Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEAS charges fees that may vary but will not exceed 2% per year of assets under management. Clients may also pay fees to separate managed account investment managers, potentially exceeding 2% in total. Fees are negotiable and depend on service complexity. WEAS may waive or discount fees for employees/relatives. Clients may pay transaction fees to broker-dealers. Platform fees apply when utilizing Fidelity Managed Account Xchange® (FMAX).
Areas of Practice
Advisor Information
Office location
3071 Voyager Dr, Suite A, Green Bay, WI, 54311
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Alan sells non-variable insurance through Wealth Enhancement Group since 2019 and is involved in real estate rental and commercial real estate development, dedicating minimal time to the latter. He also serves on the personnel committee for Highland Crest Baptist Church, is involved with ACH Investments, Inc., and is the Vice President of Brown County Ice Management, spending minimal time managing two local ice rinks.