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
Lehi, UT
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 Activities
Adam provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, starting in February 2024. This activity takes nearly full-time hours.