James Hiles
James Hiles is a ChFC-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 40 years of industry experience. James 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
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Regulatory History (1)
Customer Dispute
December 2021Other Business Activities
James is involved in commercial real estate rental through Shady Side Real Estate LLC. This activity requires minimal time each month.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
First Capital Advisors Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Cantor Fitzgerald Wealth Partners, LLC
Montage Securities, LLCBroker
Mariner Wealth Advisors, LLC
CBIZ Wealth Management, LLC
CBIZ Financial Solutions, INC.Broker
CBIZ Retirement Plan Services
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Tower Square Securities, INC.Broker
Prudential Securities IncorporatedBroker
Cigna Financial Advisors,inc.Broker
Capital Analysts, IncorporatedBroker
State Registrations3 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.