Amanda Wright
Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
wealth Enhancement Advisory Services, LLC
Location
Plymouth, MN 55441
Credentials
Series 66
Industry experience
4 years
Flat fees for financial planning and consultation services, up to $25,000
$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually Over $2,000,000+: 1.00% annually $0 - $250,000: 15 basis points (platform fee) Next $250,000 - $500,000: 15 basis points (platform fee) Next $500,000 - $1,000,000: 14 basis points (platform fee) Next $1,000,000 - $4,000,000: 13 to 12 basis points (platform fee) Over $5,000,000+: 11 basis points (platform fee) $0-$10M - $10M: 10 basis points (Tax and Values Overlay Services) $10M-$25M - $25M: 8 basis points (Tax and Values Overlay Services) Over $25M+: 5 basis points (Tax and Values Overlay Services)
Up to $600 per hour for consulting services
Minimum fee: Minimum annual platform fees of $50, $65, or $40 depending on program or service Fee-only: Financial planning fees up to $25,000 depending on complexity; hourly consulting up to $600/hour; flat fees also offered
Wealth Enhancement Brokerage Services
2024 - Present (2 years)
WEALTH ENHANCEMENT ADVISORY SERVICES
2024 - Present (2 years)
Wealth enhancement group
2024 - Present (2 years)
WEALTH ENHANCEMENT ADVISORY SERVICES
2023 - 2024 (1 year)
Wealth enhancement group
2023 - 2024 (1 year)
Wealth Enhancement Brokerage Services
2023 - 2024 (1 year)
Fidelity Investments
2019 - 2023 (4 years)
Lexington Medical Center
2018 - 2019 (1 year)
Y-12 Federal Credit Union
2016 - 2018 (2 years)
Y-12 Federal Credit Union
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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