Wingert Investment Management, LLC is a registered investment advisory firm offering portfolio management services on both discretionary and non-discretionary bases. The firm constructs portfolios based on client investment objectives, risk tolerance, and financial situation, primarily using a value-based approach to equity investing. They focus on companies with strong balance sheets and low price/earnings ratios. They also offer strategies utilizing listed options. The firm does not participate in wrap fee programs.
Assets Under Management$2.4M
Clients5
Advisors1
Avg. per Client$490K
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M+ | 1.00% |
Fees are charged on a household basis and are negotiable in situations deemed appropriate by Wingert Investment Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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