Shawn Skogstad
Shawn Skogstad is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Sammamish, WA, with 19 years of industry experience. Shawn 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
Sammamish, WA
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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.
Learn about disclosures →Other Business Activities
Shawn is the head boys basketball coach at Bellevue Christian Schools, spending about a quarter of his time on this activity. This occurs outside of trading hours.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Capstone Wealth Advisors, LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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