Wendt Financial Advisors provides investment management and comprehensive financial planning services. They work with individuals and couples seeking guidance in retirement savings and those already retired needing help managing their retirement resources. Wendt Financial Advisors aims to help clients accumulate, manage, and preserve their wealth to meet their goals. They offer discretionary investment management, meaning they make investment decisions for your account without asking for permission each time.
Assets Under Management$88M
Clients40
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable under some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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