Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
WEP charges fees based on assets under management, with rates of 1.25% for portfolios under $1,000,000, 1.00% for portfolios between $1,000,001 and $5,000,000, and 0.80% for portfolios over $5,000,001. These fees may be negotiable. Financial planning fees range from $1,000 to $10,000 as a flat rate, or up to $500 per hour. The minimum investment required is generally $250,000, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
2629 Townsgate Road, Suite 215, Westlake Village, CA, 91361
Get directionsRegulatory History (2)
Customer Dispute
February 2004Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Benjamin is the President of Wealth Enhancement & Preservation, Inc. and Galt Financial Group, Inc., spending about half his time on each. He also serves as treasurer of the Pat Tillman Foundation, dedicating minimal time, and is a life insurance agent, spending minimal time on that.