Wealth Enhancement & Preservation, INC.
Assets Under Management
$36.5M
Number of Clients
37
Number of Advisors
1
Average Client AUM
$987K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Enhancement & Preservation, Inc. (WEP) offers investment advisory and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Services include portfolio investment management and personalized financial planning.
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
Location
2629 Townsgate Road, Suite 215, Westlake Village, CA, 91361