Eric Grafnitz
Eric Grafnitz is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 8 years of industry experience. Eric 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
Get directionsHistory
Regulatory History (1)
Criminal
May 1998Other Business Activities
Eric operates Wealth Enhancement Group as a DBA for his LPL business and Wealth Enhancement Advisory Services LLC as a registered investment advisor. He dedicates full-time hours to providing investment advisory services through Private Advisor Group.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Brokerage Services, LLC
Previous Registrations
LPL Financial LLCBroker
Sagepoint Financial, INC.
Royal Alliance Associates, INC.
Fsc Securities Corporation
Woodbury Financial Services, INC.
Royal Alliance Associates, INC.Broker
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Fsc Securities CorporationBroker
Questar Asset Management, INC.
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Edward JonesBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.