Warden Wealth Management (WWM) offers investment advice, financial planning, and wealth management. WWM works to understand a client’s objectives, concerns, and financial situation. WWM develops an investment strategy, implements it, and reviews portfolios with clients on an ongoing basis. WWM also provides standalone financial planning services.
Assets Under Management$23M
Clients30
Advisors1
Avg. per Client$760K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Minimum annual client fee of $10,000. Compensation for services is negotiable in certain cases, and may be waived for certain services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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