Willner & Heller, LLC offers investment management services, creating tailored portfolios with various securities. They also provide retirement plan consulting to employer plan sponsors, assisting with establishing, monitoring, and reviewing company retirement plans. As a fiduciary, Willner & Heller aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon.
Fee Structure
Willner & Heller's investment management fees are based on the value of your portfolio, ranging from 0.50% to 2.50% annually. The specific percentage depends on the account composition and size, as detailed in your advisory agreement. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter.