Brandon Mather
Brandon Mather is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Coronado, CA, with 13 years of industry experience. Brandon 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
120 C Ave, Suite 170, Coronado, CA, 92118
Get directionsHistory
Regulatory History (1)
Criminal
July 2007Other Business Activities
Brandon operates his LPL business under the DBA Wealth Enhancement Group. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Dunham & Associates Investment Counsel, INC.
Dunham & Associates Investment Counsel, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations14 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.