Justin Yochum
Justin Yochum is a CFA-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Boise, ID, with 10 years of industry experience. Justin 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
877 W Main St, Suite 602, Boise, ID, 83702
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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.
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Justin manages two restaurants and bars, 44Taps LLC and 48Taps II, dedicating a few hours per week to each. He also manages rental property through Treehorn Acquisitions, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Selway Asset Management, INC.
State Registrations1 state
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