Werba Rubin Papier Wealth Management offers investment management services where they make investment decisions for you, and financial planning services covering retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. They primarily use mutual funds, exchange traded funds, stocks, and bonds. They also offer pension consulting services to retirement plans.
Assets Under Management$1.1B
Clients648
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
