Stephen Valelly
Stephen Valelly is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Dallas, TX, with 27 years of industry experience. Stephen 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
14850 Quorum Dr, Suite 350, Dallas, TX, 75254
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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 ActivitiesSells Insurance
Stephen works as an insurance agent in Dallas, TX, selling and servicing insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Xo Wealth Management
Xo Wealth Management
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Jefferies Investment Advisers, LLC
Jefferies LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Capital Institutional Services, INC.Broker
Coral Rock Capital CORP.Broker
Bnp International Financial Services (north America) CORP.Broker
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.