Michael Helms
Michael Helms is a CFP, PFS-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Taylors, SC, with 23 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 85,001 clients with $120B 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
Taylors, SC
Get directionsHistory
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 ActivitiesSells Insurance
Michael is a licensed insurance agent and accountant, providing CPA/tax services. He may offer clients advice or products from these activities, which could present a conflict of interest due to potential commissions.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Wealthshield Partners, LLC
Wealthshield Partners, LLC
Evergreen Financial Services, INC.
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
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.
Exams
More Advisors
- Sarah Christenson, CFPCreative Planning
- Jeffrey Stone, CFPLPL Financial LLC
- John Gifford, CFP, ChFCNewedge Advisors
- Judith Brown, CFP, ChFCEdward Jones