Weinberger Asset Management (WAM) offers ongoing portfolio management tailored to individual client goals and risk tolerance. WAM gathers information about your financial situation and creates a plan to select a suitable portfolio. WAM may recommend sub-advisers to manage client portfolios. WAM also offers retirement plan services to plan sponsors. WAM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and other securities.
| 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. Other arrangements may be negotiated, such as a flat annual percentage across all assets under management.