Thomas Filomeno
Thomas Filomeno is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Hartford, CT, with 15 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
185 Asylum St, 25th Floor, Hartford, CT, 06103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a Managing Director at CBIZ, Inc., advising clients on tax matters and preparing/reviewing returns, which takes up more than full-time hours. He also holds treasurer and manager positions at several other organizations, and is a trustee for a family trust, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Marcum Wealth, LLC
Marcum Wealth Management, LLC
Jefferson Pilot Securities CORP
State Registrations1 state
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.