Widmann Financial Services provides investment management and financial planning services tailored to individuals, families, charitable organizations, and businesses. Services include asset allocation, financial planning, and consulting on topics like tax, estate, business, retirement, and education planning. Seminars are also offered. Investment advice is based on your financial situation, and you're not obligated to implement recommendations through Widmann Financial Services.
Assets Under Management$390M
Clients509
Advisors6
Avg. per Client$760K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Generally, your annual fee is based on an aggregate value of all managed accounts within your established household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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