Winebrenner Capital Management (WCM) manages investment portfolios for individuals, businesses, trusts, estates, and charitable organizations. WCM also manages pooled investment funds. WCM's services include managing investments on a discretionary basis, tailored to client needs. WCM may also provide access to financial and tax planning tools through third-party platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
A2 fee schedule is for portfolios that only contain fixed income investments such as, but not limited to, municipal bonds, federally insured certificates of deposit, and treasuries. Fixed income investments not included would be items such as but not limited to corporate bonds, preferred stocks and municipal bonds that are backed by corporations. A3 fee schedule of 0%, for any account size, is for accounts with no management oversight or holds managed Funds that already have a fee associated with them.