Gregory Werlinich
Gregory Werlinich is a registered investment advisor at Werlinich Asset Management, L.L.C., based in Stamford, CT, with 3 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 51 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Werlinich Asset Management (WAM) charges either hourly fees, a percentage of the assets they manage, or a fixed monthly fee.
For smaller accounts, WAM charges a fixed monthly fee:
- Up to $50,000: $50/month
- $50,001 to $100,000: $100/month
- $100,001 to $150,000: $150/month
- $150,001 to $200,000: $200/month
- $200,001 to $250,000: $250/month
For larger accounts, WAM charges a percentage of the account value:
- $250,001 to $1,000,000: 1.125% per year, with a $250 minimum monthly fee
- $1,000,001 to $5,000,000: 1.00% per year, with a $950 minimum monthly fee
The fee schedule for balances over $5,000,000 is available upon request.
WAM generally requires a minimum account size of $1,000,000, but this may be negotiable.
Location
Stamford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Werlinich Asset Management, L.L.C.
State Registrations2 states
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