Jentner Wealth Management
Assets Under Management
$575.1M
Number of Clients
332
Number of Advisors
N/A
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Jentner Corporation offers investment management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. Jentner primarily invests client assets in domestic and international mutual funds and exchange-traded funds (ETFs). Jentner works with clients to create an investment plan and clients can set reasonable restrictions on how Jentner manages their accounts.
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees, minimums and thresholds may be reduced or waived in the sole discretion of Jentner.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Location
3677 Embassy Parkway, Akron, OH, 44333
0 Advisors at this firm
No advisors found for this firm.