Fred King is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Portland, OR, with 20 years of industry experience. Fred 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
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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.
Contact
Fred King
Location
3395 SW Garden View Ave, Portland, OR, 97225
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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
The H Group Washington, INC.
The H Group, INC.
State Registrations5 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.
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Additional Information
Fred came to The H Group, Inc. in June 2004. Fred is a CERTIFIED FINANCIAL PLANNER™ since September 2006, a member of the Financial Planning Association (FPA), and an educator and judge for Oregon State University’s Lifetime Financial Planning Contest (from 2008 to 2014). In addition, Fred was an adjunct professor in 2016 within the Financial Planning MBA program for Oregon State University. Lastly, Fred has contributed to articles with Kiplinger Magazine (September 2008) and Wealth Magazine (Summer 2010).