Michael Wali
Michael Wali is a CFP, ChFC-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in New Market, MD, with 39 years of industry experience. Michael 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
164 W Main St, Suite F, New Market, MD, 21774
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Regulatory History
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.
Learn about disclosures →Other Business Activities
The provided text only indicates that Michael is doing business as Wealth Enhancement Group. There is no information about other business activities or insurance sales.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
First Allied Securities, INC.Broker
Mid Atlantic Capital CorporationBroker
Lighthouse Wealth Management
Sii Investments, INC.
Sii Investments, INC.Broker
Locust Street Securities, INC.
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Locust Street Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Cigna Financial Advisors,inc.Broker
Capital Analysts, IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Norman H. Gershman Associates, INC.Broker
International Money Management Group, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
Pruco Securities CorporationBroker
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.