The L. Warner Companies, INC

View SEC Summary

Assets Under Management

$744.6M

Number of Clients

448

Number of Advisors

Average Client AUM

$1.7M

AUM per Advisor

$67.7M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

The L. Warner Companies, Inc. provides investment management and financial planning services to individuals, and consulting/administration to organizations. Investment management is tailored to each client. Financial planning covers investments, retirement, education, taxes, insurance, business needs, and estate planning.

Fee Structure

Minimum Investment:$500K

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Location

9690 Deereco Road, Suite 650, Timonium, MD, 21093

11 Advisors at this firm

Ala Smochinsky

CFA

Derek John Elphick

Edward a Dixon

CFA · CFP

Edwin Scott Killinger

Ilene Salcman

CFP · ChFC

Lee William Warner

Michael Thomas Anderson