Weinstat Wealth Management (WWM) is an independent investment advisory firm providing advice on mutual funds, equities, and fixed income. WWM tailors its services to individuals and has full authority to make investment decisions on their behalf. WWM does not use wrap fee programs. The firm's goal is to maximize after-tax returns for clients over the long term.
Assets Under Management$130M
Clients35
AdvisorsN/A
Avg. per Client$3.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee is 1% for equity and mutual fund assets. For fixed income, the fee is 0.5%. If a client has assets under management in excess of $10 million, then the fee can be negotiated. If the client withdraws funds from the account and goes below the minimum, then WWM reserves the right to raise the fee for equity accounts to 1.5% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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