Weinberger Asset Management, INC
Assets Under Management
$443.9M
Number of Clients
146
Number of Advisors
3
Avg. Portfolio per Client
$3.0M
Avg. Managed per Advisor
$148.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Weinberger Asset Management (WAM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WAM gathers information about your financial situation and creates a plan to select a suitable portfolio. WAM may recommend unaffiliated third-party managers to manage client investments. WAM also offers retirement plan services to plan sponsors. WAM may offer tax preparation services to advisory and non-advisory clients for a separate fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are generally negotiable based on the above-tiered fee schedule. Other arrangements may be negotiated, such as a flat annual percentage across all assets under management.
Fee Estimator
Areas of Practice
Location
11661 San Vicente Blvd, Suite 820, Los Angeles, CA, 90049