Wentsel Wealth Management (WWM) manages investment portfolios and provides financial planning to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. WWM develops a personal investment policy or plan with an asset allocation target based on the client's goals, risk tolerance, and liquidity needs. Financial planning covers cash flow, debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$20M
Clients14
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee of $500 ($2,000 annually).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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