Werlemann Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. As a fiduciary, Werlemann always acts in the client’s best interest. Werlemann creates portfolios consisting of individual stocks, bonds, exchange traded funds, options, mutual funds and other public and private securities or investments. Portfolios are continuously monitored and rebalanced based upon the client’s individual needs, stated goals and objectives.
Assets Under Management$110M
Clients40
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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