Wittenberg Investment Management provides continuous investment advice and manages client portfolios based on their individual needs and goals. Wittenberg works with individuals, high net worth individuals, and non-profit organizations. The firm creates a personal investment policy for each client and manages their portfolio on a discretionary basis. Wittenberg does not take custody of client funds.
Fee Structure
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. The fees charged for this service will be determined by the client’s individual circumstances and will never exceed 25% of the account’s performance above an appropriate index.