Wealth Enhancement Advisory Services, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $50,048,466,768 of assets under management and employs about 0 people. Wealth Enhancement Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and fees received from third party investment advisors.

NorthCrest Asset Management LLC, established in 2021, is a Minnesota-based investment adviser registered with the U.S. Securities and Exchange Commission. As a sub-adviser to Wealth Enhancement Advisory Services, NorthCrest offers investment strategies primarily to WEAS clients, focusing on providing unique and cost-efficient investment options. With assets under management totaling $2.88 billion as of December 31, 2024, NorthCrest operates on a discretionary basis, managing diversified portfolios with a low turnover rate and risk-managed approach. NorthCrest does not charge WEAS fees for its strategies but may recommend investments in unaffiliated companies, incurring management fees for WEAS clients. The firm does not accept performance-based fees and provides services exclusively to WEAS clients. Investment strategies involve quantitative screening models and fundamental analysis to build diversified portfolios. NorthCrest encourages GIPS compliance and uses various sources for information processing. The firm maintains a Code of Ethics, ensuring fiduciary duty to WEAS, and conducts annual compliance reviews. NorthCrest exercises discretion over NorthCrest investment strategies, with WEAS overseeing client accounts. The firm does not have disciplinary events and does not maintain physical custody of client assets. NorthCrest provides detailed information on privacy policies and client information protection. For further details, clients can refer to the firm's Form ADV Part 2 Brochure.

Next Century Growth Investors, LLC is an independent money management firm founded in November 1998, specializing in managing private and institutional accounts since January 1999. The firm offers five investment strategies through separate accounts, focusing on companies with high long-term growth potential. Investment strategies include Micro Cap Growth, Small Cap Growth, SMID, Large Cap Growth, and Small/Micro. NCG may offer portfolios on a non-discretionary basis as "models" in certain circumstances. The firm is a signatory to the United Nations' Principles for Responsible Investment initiative and has an ESG policy. As of March 24, 2025, NCG had discretionary assets under management of approximately $1,218,699,200. NCG charges advisory fees based on the fair market value of portfolio assets, payable quarterly. The standard annual management fee schedule for institutional accounts ranges from 0.45% to 1.00%, depending on the strategy. NCG negotiates fees under certain circumstances and may charge lower fees based on factors like account type and size. The firm may enter into performance fee arrangements with qualified clients, subject to individualized negotiation. NCG acts as a sub-adviser in certain cases, charging negotiated fees lower than standard fees. Clients also pay brokerage charges, custodial fees, and other incidental costs. Upon termination, fees are prorated based on the termination date. NCG's investment philosophy involves investing in high-quality, fast-growing companies in America, focusing on strong revenue growth, market leadership, and strong management. The firm actively trades, resulting in higher brokerage costs and taxes. NCG has procedures to address the allocation of investment opportunities and the execution of client trades to ensure fair treatment.

Wayzata Investment Partners LLC, established in May 2004, specializes in managing private investment funds focused on special situations, distressed debt, and high yield assets. The firm primarily invests in companies undergoing financial restructuring or reorganization, emphasizing comprehensive credit research and due diligence. Wayzata manages two private investment funds, with approximately $45.8 million in assets under management as of December 31, 2024, on a discretionary basis. The firm charges advisory fees based on portfolio management services and administrative costs, with fees debited quarterly in advance. Wayzata ceased seeking capital in May 2017 and is in the process of winding down its management company. The firm has a fiduciary duty to act in the best interests of its clients, with investment discretion over all accounts. Wayzata has disclosed a settlement agreement with the SEC in 2024 regarding a potential violation of the Advisors Act. The firm's investment strategy focuses on controlling risk by targeting investments in debt with underlying physical assets and investing in small to middle-market sectors for long-term, risk-adjusted returns. Clients are limited to the private investment funds managed by Wayzata, with minimum investment requirements outlined in the fund documents. The firm's brochure provides detailed information on its investment strategies, risk factors, fee structure, and disciplinary history.

GEN Financial Management, Inc. is a registered investment adviser founded in 1998 by Eric C. Moleski, CFP®, offering comprehensive financial planning, asset allocation, estate planning, investment management, and retirement planning services. The firm manages client assets on both a discretionary and non-discretionary basis, with $466,830,200 under discretionary management and $29,696,870 under non-discretionary management as of December 31, 2024. Clients are charged a percentage of assets under management on a quarterly basis, with fees ranging from 1.30% to 0.30% based on asset range. Additionally, fixed fees may apply for accounts with less than $500,000 in assets. The firm follows a model portfolio approach, periodically rebalancing portfolios and utilizing independent money managers, mutual funds, exchange-traded funds, individual equities, and bonds. GEN Financial Management, Inc. does not charge performance-based fees and provides investment discretion to clients, allowing them to impose restrictions on investments. The firm's investment philosophy focuses on long-term performance and risk management. Clients include executives, business owners, families, individuals, high net worth individuals, and company retirement plans. GEN Financial Management, Inc. is a fee-only firm and acts as a fiduciary, putting clients' best interests first.

VPWM Advisors, LLC, also known as Vantage Point Wealth Management and/or FMS Financial Planning, was established in 2013 and began offering advisory services in 2015. The firm specializes in asset management, offering both discretionary and non-discretionary services tailored to individual investment goals, time horizons, and risk tolerance. Clients have the option to provide VPWM with discretionary authority for trading or to approve each transaction on a non-discretionary basis. VPWM offers advisory services through programs sponsored by LPL Financial, with fees negotiable based on the program selected. The firm provides financial planning services, including full financial plans and consultation services, with fees ranging from hourly rates to fixed fees. VPWM may recommend third-party managers to manage client portfolios, receiving referral fees in return. The firm does not have a minimum account size requirement and does not engage in directed brokerage. VPWM's affiliated persons adhere to a Code of Ethics, ensuring the best interests of clients are prioritized. The firm does not vote proxies on client securities, and clients are expected to vote their own proxies. VPWM has a clean disciplinary record and no financial conditions impairing its ability to meet client commitments.

Echo Wealth Management, LLC is an SEC-registered investment adviser based in Minnesota, established in March 2015 by Fang Echo Huang. The firm specializes in providing comprehensive wealth management services to individuals, high net worth individuals, trusts, and foundations. As a fiduciary, Echo Wealth Management always prioritizes clients' interests and offers discretionary or non-discretionary investment management services tailored to individual needs. The firm's investment philosophy is based on Modern Portfolio Theory, focusing on evidence-based investing and diversified factor exposures. Investment strategies include using ETFs, institutional class mutual funds, and structured notes to enhance returns and manage risk effectively. Echo Wealth Management also offers financial planning and pension consulting services. The firm charges investment management fees based on a percentage of assets under management, with a tiered fee schedule. Financial planning fees are calculated on a fixed flat fee basis. The firm does not charge performance-based fees and does not engage in soft dollar arrangements. Clients have the option to custody their assets with Charles Schwab & Co., Inc. Echo Wealth Management does not vote proxies on behalf of clients and does not have any financial circumstances that would impair its ability to meet client commitments.

Kure Advisory, LLC is a registered investment adviser based in Plymouth, Minnesota, offering financial planning, consulting, and investment management services. The firm was established in November 2020 and is owned by Income Planning Group. As of December 31, 2024, Kure Advisory manages $190,723,496 in assets on a discretionary basis. Clients can engage the firm for financial planning, investment management, and consulting services, with fees ranging from $500 to $10,000 based on the scope of services. Investment management fees vary between 0.50% to 1.50% annually, prorated and charged quarterly. The firm primarily allocates client assets among various financial instruments, including mutual funds, ETFs, individual securities, and annuities, tailored to meet individual client needs and objectives. Kure Advisory may engage Independent Managers to manage client assets, with due diligence conducted to align with client objectives. The firm exercises investment discretion on behalf of clients, with the authority to make decisions on securities, amounts, timing, and manager selection. Kure Advisory recommends the use of Charles Schwab & Co., Inc. for custody and brokerage services, with a focus on obtaining best execution for client transactions. Clients receive regular account reviews and statements from custodians. The firm does not vote on client securities or have any disciplinary events.

Phillip James Financial is an independent, fee-only financial advisory firm founded in July 2010 by Phillip Christenson, CFA, and James Sexton, CPA. The firm specializes in providing comprehensive wealth management services to individuals and families nearing retirement, focusing on financial planning, investments, and taxes. Their investment philosophy is based on Modern Portfolio Theory, aiming to maximize returns for a given level of risk through asset allocation tailored to each client's needs and goals. Clients benefit from a long-term, globally diversified investment strategy using low-cost exchange-traded funds (ETFs) to achieve optimal returns over time. Phillip James Financial operates as a fiduciary, acting in the best interests of clients and offering transparent fee structures. Clients are required to have a minimum asset under management (AUM) of $750,000, with fees based on a percentage of assets managed. The firm charges an initial planning fee of $2,500 to $5,000, waived for ongoing clients, and has an annual minimum fee of $12,500. Investment management fees are billed quarterly based on the portfolio's fair market value. Clients have access to a client portal for ongoing reporting and receive monthly statements from the custodian. The firm's services include investment management, retirement planning, income tax planning, risk management, and more. Phillip James Financial emphasizes tailored relationships, offering discretionary authority for trading and ongoing financial planning integrated with investment management. The firm does not engage in performance-based fees and has no disciplinary history. Clients are encouraged to vote their proxies, and the firm does not vote on their behalf.