| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable.
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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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 →Steven operates under the DBA Wealth Enhancement Group for his LPL business, dedicating full-time hours. He also provides investment advisory services through Wealth Enhancement Advisory Services (WEAS), an independent RIA, spending about half his time on this activity.