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

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.60%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

11661 San Vicente Blvd, Suite 820, Los Angeles, CA, 90049

3 Advisors at this firm

Weinberger Asset Management, INC | TrueAdvisor