Wittenberg Investment Management INC

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Assets Under Management

$364.9M

Number of Clients

Number of Advisors

N/A

Avg. Portfolio per Client

$6.2M

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)

About This Firm

Wittenberg Investment Management offers continuous investment advice and manages portfolios based on clients' individual needs and goals. Wittenberg determines client objectives, risk tolerance, and liquidity needs through personal discussions. Wittenberg manages accounts on a discretionary basis, constructing diversified portfolios that may include stocks, bonds, mutual funds, and exchange-traded funds.

Fee Structure

Minimum Investment:$1M

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	1.50%
$500K+	1.00%

Wittenberg reserves the right to negotiate a performance-based fee for a client whose assets under management (including the assets of the client’s spouse) exceed $10 million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment Management

Location

CA, United States

0 Advisors at this firm

No advisors found for this firm.