John Weninger is a CFP-designated registered investment advisor at Etf Model Solutions, LLC, based in Appleton, WI, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Embark Invest uses a wrap fee program that bundles advisory, sub-advisory, custody, and trading fees into one fee. The annual fee is a percentage of your account assets, and the rate decreases as your assets increase. The fee includes Betterment's platform fee, which is currently 0.16% of assets. Embark's portion of the fee is negotiable. The total wrap program fee is:
- Less than $1 million: 1.16%
- $1 million to $2.5 million: 1.06%
- $2.5 million to $5.0 million: 0.96%
- $5.0 million to $7.5 million: 0.86%
- $7.5 million to $10.0 million: 0.76%
- $10.0 million to $20.0 million: 0.66%
- $20.0 million to $30.0 million: 0.54%
- Over $30 million: Sum of Embark Fee + 0.16% (Negotiable)
Location
W6272 Communication Court, Appleton, WI, 54914-8531
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a Wealth Advisor at Endowment Wealth Management Inc. (EWM) and an Advisor at ETF Model Solutions, LLC (ETFMS), both SEC-registered investment advisers. He dedicates nearly full-time hours to EWM and a few hours per week to ETFMS, conducting financial planning and investment advisory activities in both roles.
Employment History
Current Registrations
Etf Model Solutions, LLC
Endowment Wealth Management, INC.
Previous Registrations
Vision Wealth Partners
Ing Financial Partners, INC
State Registrations1 state
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