Ernest Wennerberg
Ernest Wennerberg is a registered investment advisor at Paradigm Asset Management,inc., based in Marina Del Rey, CA, with 31 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 80 clients with $57M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Paradigm Asset Management does not assess fees on cash holdings unless said investments comprise a majority of assets under management, in which case a nominal fee of less than 0.3% applies. If client assets under management exceed one million dollars a reduction in the fee may be discussed with the client.
Fee Estimator
Location
409 Washington Blvd, Marina Del Rey, CA, 90292
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ernest is a licensed Certified Public Accountant (CPA) in California, focusing on tax planning and preparation.
Employment History
Current Registrations
Paradigm Asset Management,inc.
State Registrations1 state
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