44 Wealth Management LLC is a registered investment advisor headquartered in Eugene, Oregon, founded in 2020 and owned by Blaine Werner and Jennifer Werner. The firm offers continuous investment management services on both a discretionary and non-discretionary basis, tailoring portfolios to individual client needs using equity securities, fixed income, mutual funds, and alternative investments. In addition to managing portfolios, 44 Wealth Management provides financial planning and consulting services covering retirement, estate, tax, charitable, education, and real estate planning. The firm also utilizes independent managers for a portion of client assets and offers investment consulting services to brokerage customers. 44 Wealth Management serves a variety of clients including individuals, high-net-worth individuals, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fee ranges up to 1.75% and can be structured as a flat percentage, tiered, or linear schedule.