WNY Asset Management offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services, covering both investment and non-investment matters like estate and insurance planning, for a separate fee. They may recommend other professionals like attorneys or accountants, but you're not obligated to use them. WNY Asset Management also provides free educational seminars and workshops.
Assets Under Management$1.5B
Clients3,115
Advisors28
Avg. per Client$470K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $401K | 1.30% |
| $401K - $751K | 1.10% |
| $751K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
28 Advisors at this firm
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