Robert Coode
Robert Coode is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Robert is a member/owner of Beta Associates, a commercial real estate building, and spends minimal time on it. He is also the Vice President of Yacht Villas Condo Association, dedicating a few hours per week to management decisions.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Marcum Wealth, LLC
Valmark Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Pw Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.