Wealth Enhancement & Preservation

Wealth Management Firm in Cartersville, GA

Firm Info
Address: 680 Douthit Ferry Rd Suite 102, Cartersville, GA 30120, USA
Phone: (770) 386-7007

Firm Size
Assets Under Management: $206 million
# of Advisors: 6
# of Clients: 1,270
Client to Advisor Ratio: 212:1
Average Account Size: $162,205
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Wealth Enhancement & Preservation Overview

WEALTH ENHANCEMENT & PRESERVATION is a fee-based registered investment advisory firm that is headquartered in Alpharetta, GA. Founded in 2019, this firm is relatively new to the industry but has already made a name for itself with its excellent fee arrangements. As a broker-dealer representative, the firm is authorized to provide investment advice to its clients. At WEALTH ENHANCEMENT & PRESERVATION, clients are given access to a wide range of services that are designed to help them achieve their financial goals. The firm specializes in financial planning and portfolio management for both individuals and small businesses. With years of experience in the field, the firm's advisors work closely with clients to create personalized financial plans that address their unique needs and objectives. Whether you are looking to grow your wealth or simply preserve your assets, WEALTH ENHANCEMENT & PRESERVATION can help. The firm prides itself on its commitment to excellence and its dedication to providing clients with the best possible service. So if you are looking for a reliable and trustworthy investment advisory firm, look no further than WEALTH ENHANCEMENT & PRESERVATION.

WEALTH ENHANCEMENT & PRESERVATION has a diverse range of clients that it serves. The firm caters to individuals who require financial guidance and advice in order to plan for their future and achieve their financial goals. They also work with high net worth individuals who need more complex financial planning and investment strategies to manage their wealth. The firm understands that each client has unique needs and goals, and they customize their approach accordingly. WEALTH ENHANCEMENT & PRESERVATION offers flexible fee structures to their clients, depending on the service provided. For those clients seeking investment management services, the firm charges a percentage of the assets under management (AUM). This is a common and transparent fee structure that reflects the value of the firm's expertise, dedication, and performance. For clients who require financial planning advice and other services, the firm offers hourly or fixed fees. Hourly fees are charged based on the amount of time the firm spends on the client's behalf, while fixed fees cover a specific set of services or projects. This variety of fee structures reflects the firm's commitment to providing their clients with customized solutions that fit their needs and financial situations.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for WEALTH ENHANCEMENT & PRESERVATION is $500,000, as stated in their Part 2 Brochure note about investment minimums. The minimum account size is aggregated by household, and the Firm has the discretion to waive the account minimum.

How This Office Can Help Cartersville, GA Residents

As a leading wealth management firm, Wealth Enhancement & Preservation offers a range of financial solutions tailored to the unique needs of clients in Cartersville, GA. Whether they are preparing to retire, saving for their children's education, or seeking to protect their assets from market volatility, our team of financial experts provides personalized support every step of the way. In an area like Cartersville, GA, many clients face common financial challenges such as managing debt, planning for healthcare costs, and navigating tax laws. Our comprehensive financial planning services are designed to help clients address these issues and achieve their long-term financial goals. From investment management and retirement planning to estate planning and tax preparation, Wealth Enhancement & Preservation is dedicated to helping clients in Cartersville, GA achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Wealth Enhancement & Preservation, visit their Part 2 Brochure.

Services Offered by Wealth Enhancement & Preservation

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealth Enhancement & Preservation most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 680 Douthit Ferry Rd Suite 102, Cartersville, GA 30120, USA
Phone (770) 386-7007
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5755 NORTH POINT PKWY, SUITE 232, ALPHARETTA, GA 30022, United States

This firm has no other locations.

State Registrations

Wealth Enhancement & Preservation is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Louisiana
  • Mississippi
  • North Carolina
  • South Carolina
  • Texas

Disciplinary History

Wealth Enhancement & Preservation does not have any disclosures. Please visit it's Form ADV for more details.