Brenda Wenning is a registered investment advisor at Wenning Investments, LLC, based in Waban, MA, with 22 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. The schedule above is for Equity and Fixed Income. For Fixed Income only, the fee is 0.50% for $100,000 - $500,000 and 0.20% for $500,001 and above.
Fee Estimator
Location
Waban, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wenning Investments, LLC
Previous Registrations
Capital Advisors, LLC
State Registrations2 states
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