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Updated September 18, 2026. Quick answer: Wealth Enhancement Group sets no single minimum across its investment management services. Its own brochure states the separately managed account managers it works with set the minimums, which range between $50,000 and $5,000,000, and that accounts below those levels may be accepted on an individual basis at the manager’s discretion.
The minimum, in the firm’s own words
“WEAS will disclose a minimum annual fee, if applicable, which may be waived by WEAS in its sole discretion.”
On waivability: “WEAS will disclose a minimum annual fee, if applicable, which may be waived by WEAS in its sole discretion.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| WEAS Investment Management Services (flat-rate fee schedule) | Set by the SMA manager ($50,000 to $5,000,000) | Varies with account size | Yes, on an individual basis at the manager’s discretion |
| Source: Wealth Enhancement Advisory Services, LLC Form ADV Part 2A Disclosure Brochure, March 2026 | |||
Wealth Enhancement Group’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $12,500 |
| $2,000,000 | $25,000 |
What else to know
Wealth Enhancement Group’s brochure defers any minimum-annual-fee figure to each client’s own Services Agreement rather than stating one here. A separate $50,000 to $5,000,000 range disclosed elsewhere applies only to third-party sub-advisors on its platform, not this direct advisory program.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Wealth Enhancement Group’s own published fee schedule runs $7,500 a year; see the full dollar breakdown from Wealth Enhancement Group’s own fee disclosure across several account sizes.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- 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, quoting directly from Wealth Enhancement Group’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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