Sebastian Bermeo
Sebastian Bermeo is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Danbury, CT, with 5 years of industry experience. Sebastian 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
44 Old Ridgebury Rd, Suite 150, Danbury, CT, 06810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sebastian operates under the DBA Wealth Enhancement Group for his LPL business since 2022. He also provides administrative support to Wealth Enhancement Advisory Services, LLC, dedicating nearly full-time hours to this investment-related activity. Additionally, Sebastian works as a server/waiter for Dnata, spending about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Speedtrader, INCBroker
State Registrations1 state
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