Meredith Henry
Meredith Henry is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 18 years of industry experience. Meredith 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
No disclosures, customer disputes, or regulatory actions on file.
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Meredith operates under the DBA Wealth Enhancement Group for her LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent RIA. Meredith dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Dws Distributors, INC.Broker
Allianz Global Investors Distributors LLCBroker
Emerson Equity LLCBroker
Three Bell Capital LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Hartford Life Distributors, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations27 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.