Warther Private Wealth provides investment advice to individuals and high net worth individuals. Warther offers investment management services, constructing portfolios primarily with equities, bonds, and low-cost exchange-traded funds. They also offer financial planning services, creating customized plans based on clients' goals and financial situations. Warther may recommend redistributing investment allocations to diversify the portfolio.
Assets Under Management$370M
Clients249
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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