Wealth Enhancement & Preservation (WEP) offers investment management and financial planning services. Investment management involves ongoing management of client portfolios. Financial planning includes creating comprehensive or limited financial plans. WEP may use third-party money managers like Assetmark and SEI. Clients can terminate their account with written notice, but may be responsible for fees for services already provided.
Assets Under Management$37M
Clients37
Advisors1
Avg. per Client$990K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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