Werner & Co. RIA provides investment advice and manages investment portfolios for individuals, businesses, non-profits, and retirement plans. Werner & Co. RIA starts with a free initial consultation to understand your investment goals. You make the final decisions about your investments, as Werner & Co. RIA provides recommendations but does not have authority to make trades without your approval.
Assets Under Management$29M
Clients81
Advisors1
Avg. per Client$360K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.60% |
| $1M+ | 0.40% |
Werner & Co. RIA does not negotiate its management fee, but does offer discounts to select friends, employees and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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