Warren Wealth Management & Tax Planning Inc. offers personalized investment management and financial planning services. The firm manages investment portfolios using third-party platform Orion Portfolio Solutions and Altruist LLC's model portfolios. In addition to managing investments, Warren Wealth Management provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, debt management, and cash flow analysis. Financial planning services are included at no additional cost for clients who use Warren Wealth Management for investment management. The firm is led by Marcus Warren, who also offers separate insurance and tax preparation services through outside business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fee is up to 1.50% of assets under management, billed monthly in arrears. Fees may be negotiable and households may be combined. Additional third-party platform fees from Orion Portfolio Solutions may apply.