Brian Fricke
Brian Fricke is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Winter Springs, FL, with 33 years of industry experience. Brian 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
1700 Town Plaza Ct, Winter Springs, FL, 32708
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Regulatory History (1)
Customer Dispute
September 2004Other Business Activities
Brian uses the DBA name Wealth Enhancement Group for Wealth Enhancement Advisory Services. He is also a board member for the New Smyrna Beach Fire Pension and a trustee for LCMS Foundation, spending minimal time on each activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Financial Management Concepts
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.