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).
1800 W Loop S, Suite 1900, Houston, TX, 77027
Get directionsAbraham uses Wealth Enhancement Group as a DBA for his LPL business since 2020. This activity is investment-related.