RW
RW

Roger David Werner

35 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
73 clients
Average Client Portfolio
$374K average
Assets Under Management
$27.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.75%
$500K - $1000K0.60%
$1M+0.40%

WAC does not negotiate its management fee, but does offer discounts to select friends, employees and family.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Werner & C0. RIA, PLLC
November 1990 - Present · 35 yrs 3 mos
Previous Registrations
Werner, O'meara & CO., PLLC
November 1990 - December 2016 · 26 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Roger David Werner - Financial Advisor | TrueAdvisor