Lee Wenzel is a registered investment advisor at Wenzel Analytics, INC., based in Eden Prairie, MN, with 7 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
The annual management fee is 0.60% of the account value, billed quarterly at 0.15%. There is also a quarterly fee of $150 per household and $25 per brokerage account. Lower or pro bono fees may be offered to family members or families with limited assets. The flat fees make smaller accounts of less than $160,000 expensive, as the total fee exceeds 1% annually.
Fee Estimator
Location
Eden Prairie, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wenzel Analytics, INC.
State Registrations1 state
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