Wehling Investment Management provides ongoing portfolio management and financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. Founded in 2025 and based in North Richland Hills, Texas, the firm focuses on building diversified investment strategies utilizing fundamental analysis and long-term or short-term approaches. Wehling Investment Management acts as a fiduciary, meaning the firm is legally required to act in your best interest. The firm creates personalized portfolios using equities, exchange-traded funds, and other securities while maintaining client asset control through qualified broker custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees are negotiable based on specific criteria such as the length of the relationship, types of assets, and anticipated future additional assets.