Wenning Investments offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement outlining the client's financial situation. Wenning Investments generally advises on mutual funds, fixed income securities, real estate funds, equities, ETFs, and treasury inflation-protected bonds. They seek discretionary authority to make trades without prior permission.
Assets Under Management$40M
Clients33
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. The schedule above is for Equity and Fixed Income. For Fixed Income only, the fee is 0.50% for $100,000 - $500,000 and 0.20% for $500,001 and above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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