Timothy Johnston
Timothy Johnston is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Carmel, IN, with 42 years of industry experience. Timothy 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
571 Monon Blvd, Suite 150, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Timothy is the Chair of the Board for a corporation focused on fundraising for Precision Medicine Research, dedicating about a quarter of his time. He is also President of Financial Partners Group, LLC, where the LLC receives fixed insurance commissions and pays them out to producers, and is a consultant/strategic coach for financial advisors, dedicating a few hours per week to each role.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.