Aaron Robert Mclachlan

Wealth Enhancement Advisory Services, LLC

15 Years of Experience

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Firm Information

Wealth Enhancement Advisory Services, LLC

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).

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

7700 E Arapahoe Rd, Suite 110, Centennial, CO, 80112

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Regulatory History (1)

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Employment Separation After Allegations

April 2018

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Other Business ActivitiesSells Insurance

Aaron operates under Householder Group Estate & Retirement Specialists as a DBA for his LPL business. He also works with ECA Marketing selling non-variable insurance, dedicating a few hours per week, and provides investment advisory services through Wealth Enhancement Advisory Services, spending nearly full-time hours on this activity.