Wuenschell Financial Services provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Wuenschell Financial Services generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$5.4M
Clients11
Advisors1
Avg. per Client$490K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $60K | 1.00% |
| $60K+ | Included |
For amounts over $60,000, the annual fee is a flat $600. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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