Kenneth Lynn
Kenneth Lynn is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Great Neck, NY, with 29 years of industry experience. Kenneth 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
60 Cuttermill Rd, Suite 516, Great Neck, NY, 11021
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Regulatory History (1)
Employment Separation After Allegations
January 2019Other Business Activities
Wealth Enhancement Group is a DBA for Wealth Enhancement Advisory Services, which is the advisory business itself. This activity is not investment-related.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Kings Point Capital Management LLC
Charles Schwab & CO., INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Sterling Foster & Company, 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.