Lynne Celia
Lynne Celia is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Vienna, VA, with 15 years of industry experience. Lynne 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
8000 Towers Crescent Dr, 13th Floor, Offices 1322, 1323, 1324, 1325, Vienna, VA, 22182
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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 →Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.Broker
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.
Exams
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