Witnauer Sloan & Associates offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, which include evaluating your overall financial situation and setting financial objectives. They may also offer seminars on financial planning, tax planning, estate planning, and investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.