Konrad Karwowski
Konrad Karwowski is a CFA, CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Huntington Beach, CA, with 11 years of industry experience. Konrad 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
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Mercer Global Advisors INC.
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Diversified Investors Securities CORP.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Ing Financial Partners, INC.Broker
Invest Financial CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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