Wealth Enhancement Group Fees (2026): What You Pay in Dollars at $250k, $500k, $1M

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Updated September 18, 2026. Quick answer: Wealth Enhancement Group discloses a whole-balance breakpoint schedule starting at 1.50% in its Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure (March 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.

The published numbers

From the Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure (March 2026): “For clients with flat fee schedules, the sample charges are below, actual fees may be higher or lower: Sample Flat-Rate Based Fees Portfolio Size Annual % $999,999 or less 1.50% $1,000,000–$2,000,000 1.25% Over $2,000,000 1.00% … Based upon the sample schedule above, the annual fee examples are listed below: A client with $500,000 would be charged 1.50% annually, billed monthly or quarterly. A client with $1,500,000 would be charged 1.25% annually, billed monthly or quarterly. A client with $2,500,000 would be charged 1.00% annually, billed monthly or quarterly.”

• $999,999 or less: 1.50%
• $1,000,000 – $2,000,000: 1.25%
• Over $2,000,000: 1.00%

What you would pay

This is WEAS’s own disclosed ‘Sample Flat-Rate Based Fees’ table (explicitly labeled a sample – actual advisory fees are individually negotiated per client by the WEAS financial advisor, capped firm-wide at a stated maximum of 2% per year). It is a whole-balance (breakpoint) schedule, not marginal: the single rate for the bracket the account falls into applies to the entire balance. $250,000 and $500,000 both fall in the ‘$999,999 or less’ bracket -> x1.50% ($3,750 and $7,500 – the $500,000 figure is confirmed verbatim by the document’s own worked example). $1,000,000 falls at the bottom of the ‘$1,000,000-$2,000,000’ bracket -> x1.25% = $12,500. $2,000,000 is treated as the inclusive top of the same bracket (the ‘Over $2,000,000’ bracket read as strictly greater than $2,000,000) -> x1.25% = $25,000.

How this compares

Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Wealth Enhancement Group’s own published rate runs $7,500 a year.

Comparing Wealth Enhancement Group against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

Sources

• Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure (March 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027605
• SEC Investment Adviser Public Disclosure, Wealth Enhancement Advisory Services, LLC (CRD #116407): https://adviserinfo.sec.gov/firm/summary/116407
• Wealth Enhancement Advisory Services, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/116407/PDF/116407.pdf

Methodology. This page was built September 18, 2026, drawing on Wealth Enhancement Group’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.