CW
CW

Claire Renee Wordell

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,460 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$9.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $8.0M0.70%
$8M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

555 East Wells Street, Suite 1900, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Johnson Wealth INC.
April 2023 - Present · 2 yrs 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Claire Renee Wordell - Financial Advisor | TrueAdvisor