FAQs

Understand key financial terms with confidence.

Question

How does Wealth Enhancement charge for its services?

Answer

Wealth Enhancement uses a fee-based relationship that encompasses both assets under management and comprehensive, long-term financial planning. We don’t charge separate investment and advice fees, which makes our fee structure highly competitive. Your exact fee is determined by the size and complexity of your situation and generally ranges from 1.0% to 1.5% of assets under management. As your advocate, we actively work with our custodians and product partners to minimize non-value-added charges like transaction fees to help protect your investment returns. The net result is that you’re only charged for services we believe deliver real value.

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