Financial Enhancement Group LLC is a large advisory firm based in Anderson. It manages $374.64 million of regulatory assets for 2,467 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Colorado, Florida, and 14 other states.
Financial Enhancement Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Enhancement Group LLC is $374.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 165% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financial Enhancement Group LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Financial Enhancement Group is individuals with 888 clients and $263.55 million of assets under management. Among the 9 most similar advisory firms, Financial Enhancement Group has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $374.64 million for 958 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Financial Enhancement Group doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Financial Enhancement Group LLC is owned by Adam Michael Harter. Donald Earl Hodson joined the executive team most recently as the Chief Compliance Officer, Owner.
The principal office where Financial Enhancement Group LLC performs its advisory services is located at 2704 Enterprise Drive, Anderson, IN 46013, which is also the mailing address of the firm. An additional office of the firm is in Lafayette, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 765-640-1524 or by fax 317-744-1484. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at yourlifeafterwork.com.