TrueAdvisor
TrueAdvisor
NW
CFP
NW
CFP

Nicole Webb

Wealth Enhancement Advisory Services, LLC
19 Years of Experience
Brentwood, TN
Sells Insurance
View SEC Summary
View SEC Summary

Nicole Webb is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Brentwood, TN, with 19 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5500 Maryland Way, Suite 340, Brentwood, TN, 37027

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Nicole is involved with Wealth Enhancement Group, LLC, selling fixed annuities, disability, and long-term care insurance under a non-variable insurance DBA. This activity is insurance-related.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
March 2009 - November 2018 · 9 yrs 8 mos
LPL Financial LLCBroker
February 2009 - November 2018 · 9 yrs 9 mos
Grubb & Ellis Securities, INC.Broker
July 2008 - January 2009 · 6 mos
Securian Financial Services, INC.Broker
July 2007 - July 2008 · 1 yr
State Registrations10 states
CACTILLAMNNJNYTNTXWI
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Brentwood, TN →All financial advisors in Tennessee →