Kevin Weingarden is a registered investment advisor at Wittenberg Investments INC., based in Southfield, MI, with 3 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 101 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wittenberg Investments charges an annual fee based on a percentage of your portfolio's value. The fee ranges from 1.00% to 2.00% and is negotiable. Fees are paid quarterly in advance. Adjustments are made for contributions or withdrawals of $5,000 or more.
Location
2 Towne Square, Suite 950, Southfield, MI, 48076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the owner of Kevin Weingarden CPA LLC, an accounting firm in Southfield, MI, since 2022.
Employment History
Current Registrations
Wittenberg Investments INC.
State Registrations1 state
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