Brian Fricke
Brian Fricke is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Mt Juliet, TN, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
Mt Juliet, TN
Get directionsHistory
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 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.
Exams
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