Anweiler Financial Management offers investment advice and financial planning to individuals and businesses. For investment management, they create a portfolio based on your goals and risk tolerance. Financial planning covers areas like taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics and tax planning/preparation.
Assets Under Management$51M
Clients107
Advisors1
Avg. per Client$480K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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