Wenzel Analytics, Inc. manages investments for individuals, buying and selling securities and providing reports. Wenzel Analytics determines an asset allocation for each client, balancing market performance with risk tolerance. Wenzel Analytics does not have custody of client funds. The firm makes investment decisions without advising or informing the account owners, but reports trades to the custodian. Fees are for money management services; any financial planning is incidental.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
The annual management fee is 0.60% of the account value, billed quarterly at 0.15%. There is also a quarterly fee of $150 per household and $25 per brokerage account. Lower or pro bono fees may be offered to family members or families with limited assets. The flat fees make smaller accounts of less than $160,000 expensive, as the total fee exceeds 1% annually.