Ethan Green
Ethan Green is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Auburn, CA, with 10 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Contact
Ethan Green
Location
Auburn, CA
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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.
Learn about disclosures →Other Business Activities
Ethan works as a Financial Analyst for Lighthouse Financial, dedicating nearly full-time hours to client service and financial planning. He also coaches, performs administrative actions, and tracks finances for Northern Sierra Swimming, a non-profit youth sports organization, also dedicating nearly full-time hours.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Lake Tahoe Wealth Management, INC.
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
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