Widener & Asher Asset Management (WAAM) offers financial planning and investment management services. WAAM creates personalized advice and strategies based on your financial situation, risk tolerance, and investment goals. WAAM invests in exchange traded funds, stocks, bonds, and mutual funds.
Assets Under Management$23M
Clients36
Advisors2
Avg. per Client$630K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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