Assets Under Management
$27.3M
Number of Clients
73
Number of Advisors
1
Average Client AUM
$374K
AUM per Advisor
$27.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Werner & Co. RIA, PLLC provides non-discretionary portfolio management services. They offer a free initial consultation to gather information about client objectives. They primarily recommend exchange-listed stocks, mutual funds, index funds, ETFs, stock options, and bonds, favoring no-load funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.60% |
| $1M+ | 0.40% |
WAC does not negotiate its management fee, but does offer discounts to select friends, employees and family.
WA, United States