Wrenn House Investments offers ongoing investment management services based on your financial situation, goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. Wrenn House Investments primarily advises on mutual funds, ETFs, stocks, and bonds. They also offer services through wrap fee programs.
Assets Under Management$4.3M
Clients31
Advisors1
Avg. per Client$140K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Wrenn House Investments charges an annual fee based on the amount of your portfolio.
For non-wrap accounts (where you pay transaction costs):
- $0 to $5,000: $0
- $5,001 to $10,000: $50 fixed annual fee
For wrap accounts (where Wrenn House Investments pays transaction costs):
- $10,001 and up: 0.85% per year
Fees are negotiable based on factors like client type, complexity, and potential for additional deposits.
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