SW
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Stephen Wingert
24 Years of Experience
Hummelstown, PA
1 Disclosure
Stephen Wingert is a registered investment advisor at Wingert Investment Management, LLC, based in Hummelstown, PA, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.4M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$487K average
Assets Under Management
$2.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M+ | 1.00% |
Fees are charged on a household basis and are negotiable in situations deemed appropriate by Wingert Investment Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hummelstown, PA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 1996Settled
Employment History
Current Registrations
Wingert Investment Management, LLC
October 2001 - Present · 24 yrs 7 mos
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.