Blaine Werner is a CFP-designated registered investment advisor at 44 Wealth Management LLC, based in Eugene, OR, with 48 years of industry experience. Blaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 229 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
44 Wealth Management's annual investment management fee is based on the total value of assets in your account. The fee is assessed monthly, based on the prior month-end value. The annual fee ranges up to 1.75%. Fees can be structured as a fixed percentage, tiered, or linear schedule.
Location
2350 Oakmont Way, Suite 104, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Blaine is a director and secretary of the Lane Werner Family Foundation, dedicating minimal time monthly. He is also a general partner in Lone Star, LLC, involved in timber activities, and serves on the boards of several non-profit organizations, including the Eugene Police Foundation and Ascend-CSEF.
Employment History
Current Registrations
44 Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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