The L. Warner Companies manages investment portfolios and provides comprehensive financial planning for individuals, families, and businesses. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, while also offering guidance on retirement, taxes, estate planning, and insurance. The L. Warner Companies generally requires a minimum investment of $500,000, though this amount is negotiable, and tailors its strategies to each client's specific risk tolerance and long-term goals.
Assets Under Management$800M
Clients465
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5% of assets under management and is negotiable. Flat fees or tiered schedules may also be used by agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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