AJ
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B
Fee Structure
Minimum Investment:$50K
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
Investment ManagementHigh Net Worth
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Advisor Information
Office location
303 E Gurley St, Suite 424, Prescott, AZ, 86301
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Atlas Private Wealth Management, LLC
September 2021 - November 2021 · 2 mos
Retirement Wealth Advisors, INC.
June 2016 - November 2016 · 5 mos
Retirement Wealth Advisors, INC.
December 2013 - April 2016 · 2 yrs 4 mos
Simplifinancial, INC.
June 2007 - August 2014 · 7 yrs 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.