Warther Private Wealth manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, and families. Warther Private Wealth builds customized portfolios primarily using stocks, bonds, and exchange-traded funds, focusing on long-term growth while tailoring strategies to each client's risk tolerance and financial goals. In addition to investment management, Warther Private Wealth offers standalone financial planning services covering areas such as retirement planning, tax strategies, estate planning, and business succession. The firm operates as a registered investment advisor and requires a minimum account size of $250,000 for standard investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.25% |
Fees are negotiable. Family household accounts may be combined to reach lower fee tiers.