Paul M. Wendee & Associates publishes the Intrinsic Value Wealth Report Newsletter, offering investment, economic, and business commentary. The firm also provides comprehensive financial planning, wealth management, and retirement planning services to individuals, trusts, and other entities.
Assets Under Management$2
Clients2
Advisors1
Avg. per Client$1
Avg. per Advisor$2
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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