Warner Financial offers financial planning and asset management services to individuals, families, and organizations. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management involves continuous supervision of investment accounts, using mutual funds and ETFs to build diversified portfolios. Warner Financial does not time the market but may increase cash holdings based on risk tolerance and market expectations.
Assets Under Management$850M
Clients256
Advisors4
Avg. per Client$3.3M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and may vary depending on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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