Werba Rubin Papier Wealth Management provides personalized investment management and financial planning services. The registered investment advisor builds diversified portfolios using stocks, bonds, mutual funds, and exchange-traded funds based on each client's risk tolerance, goals, and time horizon. Portfolios are managed using Modern Portfolio Theory, focusing on long-term growth and appropriate risk management. In addition to managing investments, Werba Rubin Papier Wealth Management evaluates and recommends strategies for retirement planning, education savings, tax planning, estate planning, cash flow management, insurance needs, and charitable giving. The firm serves individuals, high-net-worth clients, charitable organizations, and retirement plans, typically requiring a minimum account size of $1,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.25% |
Fees are negotiable.
