Warner Investments, LLC is a registered investment advisor providing investment management services. Warner Investments manages primarily with equities, exchange traded funds, fixed income instruments, options contracts, foreign exchange and commodities. The firm acts as a fiduciary, meaning it's legally required to act in your best interest. Warner Investments manages client accounts on a discretionary basis.
Fee Structure
Warner Investments charges a fee based on a percentage of the assets they manage, up to 2.5% annually. This fee is taken either monthly or daily. For certain clients, Warner Investments may also charge a performance-based fee of up to 20% of the quarterly net profits, subject to a loss carry-forward provision. These fees are subject to specific negotiations with each particular client.