Wurz Financial Services (WFS) provides portfolio management based on individual client goals and risk tolerance. WFS creates investment plans and manages portfolios with discretionary authority. WFS also offers business planning services to law firm owners, including monthly strategy sessions and business planning software. Additionally, WFS provides one-time or ongoing financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$120M
Clients491
Advisors2
Avg. per Client$240K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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