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.
Assets Under Management$440M
Clients146
Advisors3
Avg. per Client$3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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. 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
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