Assets Under Management
$371.3M
Number of Clients
249
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$185.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Warther Private Wealth provides customized investment advisory solutions through personal client contact and discretionary investment management. They construct portfolios primarily with equities, bonds, and low-cost ETFs. Financial planning services are also offered, tailored to the client's financial situation and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.25% |
Fees are negotiable.
1075 West Market St., Akron, OH, 44313