Wittenberg Investments Inc. provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning is offered to clients who also use their portfolio management services, but not as a standalone service. Wittenberg Investments also offers consulting services to pension and employee benefit plans.
Assets Under Management$78M
Clients101
Advisors3
Avg. per Client$770K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Wittenberg Investments charges an annual fee based on a percentage of your portfolio's value. The fee ranges from 1.00% to 2.00% and is negotiable. Fees are paid quarterly in advance. Adjustments are made for contributions or withdrawals of $5,000 or more.
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