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

2650 Mission St, Suite 205, San Marino, CA, 91108

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Regulatory 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.

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Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Transglobal Advisory, LLC
February 2022 - January 2023 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Alan Yang - Financial Advisor | AdvisorDiscover