Assets Under Management
$36.5M
Number of Clients
37
Number of Advisors
1
Average Client AUM
$987K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Enhancement & Preservation, Inc. provides investment advisory and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Services include portfolio investment management and personalized financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Investment management fees may be negotiated on a case-by-case basis.
2629 Townsgate Road, Suite 215, Westlake Village, CA, 91361