Wegner Asset Management offers investment management and financial planning services. Wegner Asset Management manages investments based on individual client goals and objectives. Financial planning may be comprehensive or segmented and focus on investments, retirement planning, budgetary planning, insurance, taxes, and estate planning. Wegner Asset Management may offer consulting services on an hourly basis or set fee.
Assets Under Management$68M
Clients51
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
