Austin Lachapelle
Austin Lachapelle is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Dana Point, CA. Austin is also registered as a broker, so some compensation may come from commissions on products sold. 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
Dana Point, CA
Get directionsHistory
Regulatory History (1)
Criminal
July 2012Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Brokerage Services, LLC
Previous Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
T3 Trading Group, LLCBroker
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
More Advisors
- Matthew Johnson, CFPLPL Financial LLC
- Chad Milling, CFPPlanmember Securities Corporation
- Brendan Corbett, CFPMercer Global Advisors INC.
- Scott Sargent, CFP&partners
- Pamela Zedick, CFPLPL Financial LLC
- Randal Bressette, CFPLPL Financial LLC