Wernau Asset Management offers investment advice and manages portfolios for individuals, high net-worth individuals, trusts, estates, charities, corporations, and other businesses. They provide both discretionary and non-discretionary services. Consulting services are also available on an hourly or fixed-fee basis, covering areas like retirement analysis, tax liability estimates, and estate analysis. Wernau may also provide limited consultation services for a fee to its clients on investment and non-investment related matters.
Assets Under Management$200M
Clients103
Advisors2
Avg. per Client$2M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.50% |
| $25M+ | 1.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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