Peter Anastasian
Peter Anastasian is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 27 years of industry experience. Peter 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
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Peter is involved in several business activities, including non-variable insurance sales since 2020, operating a DBA for LPL business, and managing multiple real estate rental properties. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
H. Beck, INC.Broker
Royal Alliance Associates, INC.Broker
Citigroup Global Markets INC.Broker
First Investors CorporationBroker
State Registrations15 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.