Thomas Breiter
Thomas Breiter is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Bradenton, FL, with 38 years of industry experience. Thomas 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
1001 3rd Ave W, Suite 450, Bradenton, FL, 34205
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Regulatory
January 1993Other Business Activities
Thomas operates under the DBA Wealth Enhancement Group and is a board member for Trillium Links Condo Association, dedicating minimal time. He also manages Tee to Sea Properties, spending a few hours per week, and is the secretary for Palma Vista at Aplama Sola HOA, spending a few hours per week.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Charles Derose, INC.
Ffp Advisory Services INC
Allegiance Securities CorporationBroker
Integra Capital Advisors
Delta First Financial, INC.Broker
Blinder, Robinson & CO., INC.Broker
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.