Joseph Evans
Joseph Evans is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 13 years of industry experience. Joseph 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
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History (1)
Criminal
May 2008Other Business ActivitiesSells Insurance
Joseph operates Wealth Enhancement Group as a DBA for his LPL business since 2019. He also dedicates about 10-20% of his time to non-variable insurance and works full-time providing investment advisory services through Wealth Enhancement Advisory Services LLC.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Brokerage Services, LLC
Previous Registrations
LPL Financial LLCBroker
Triad Advisors LLCBroker
Planning Solutions Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
American Portfolios Advisors, INC
Ambassador Advisors, LLC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations25 states
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.