Wuenschell Financial Services is a registered investment advisor based in Seven Fields, Pennsylvania, founded by Joseph Alan Wuenschell. The firm offers ongoing portfolio management tailored to each client's goals, time horizon, and risk tolerance, utilizing fundamental analysis, technical analysis, and modern portfolio theory. Services include investment strategy, asset allocation, asset selection, and regular portfolio monitoring. Clients can choose between discretionary management, where Wuenschell Financial Services makes trades on their behalf, or non-discretionary management. In addition to managing investments, the firm provides financial planning covering retirement, taxes, insurance, college savings, and debt management, as well as hourly consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $60K | 1.00% |
| $60K+ | Included |
For portfolios over $60,000, the annual fee is a flat $600. Fees are generally negotiable.