A-Team Advisors is a registered investment advisor founded in 2019 and owned by Annie Werner. The firm provides comprehensive financial planning, consulting, and portfolio management services tailored to individuals, high net worth clients, and families. A-Team Advisors designs personalized financial plans incorporating your goals, risk tolerance, and time horizon. For portfolio management, A-Team Advisors builds investment strategies and may use external sub-advisors to manage the underlying investments. In addition to planning and portfolio management, A-Team Advisors offers hourly financial consulting and educational workshops. Annie Werner also operates as an independent insurance agent, offering insurance products separately from advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
A-Team Advisors does not charge an advisory fee for asset management; portfolio management is provided to clients who have a financial planning agreement. Maximum fee charged by external sub-advisors is 1.00%.