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JB
CFP
JB
CFP

Justin Byram

Wealth Enhancement Advisory Services, LLC
6 Years of Experience
New Market, MD
Sells Insurance
View SEC Summary
View SEC Summary

Justin Byram is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in New Market, MD, with 6 years of industry experience. Justin 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.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

164 W Main St, Suite F, New Market, MD, 21774

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Justin is an independent insurance agent since 2019, operating under Wealth Enhancement Group DBA. He spends no time per week on this business.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Lighthouse Wealth Management
January 2021 - July 2021 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - May 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - May 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - June 2018 · 4 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.
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