Annie Werner is a registered investment advisor at A-Team Advisors, based in Medford, WI, with 20 years of industry experience. Annie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 60 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A-Team Advisors does not charge a separate investment advisory fee for asset management. Instead, investment management is offered to clients who also have a financial planning and consulting agreement. The sub-advisors that A-Team uses charge a fee of up to 1.00% annually on all assets. This fee may be negotiable.
Location
Medford, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Annie is an independent insurance agent through a financial affiliated business. This requires about half of her time, including time during trading hours.
Employment History
Current Registrations
A-Team Advisors
Previous Registrations
A&o Advisors
Fort Point Capital Partners LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.