TrueAdvisor
TrueAdvisor
EB
CFP
EB
CFP

Edward Braun

Wealth Enhancement Advisory Services, LLC
19 Years of Experience
Malvern, PA
View SEC Summary
View SEC Summary

Edward Braun is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Malvern, PA, with 19 years of industry experience. Edward 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

30 Liberty Blvd, Suite 200, Malvern, PA, 19355

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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.

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Other Business Activities

Edward is doing business as Wealth Enhancement Group.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2016 - January 2017 · 9 mos
Hoover Financial Advisors, INC.
April 2016 - July 2021 · 5 yrs 3 mos
Vanguard Marketing CorporationBroker
May 2007 - April 2016 · 8 yrs 11 mos
State Registrations1 state
PA
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.
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