Warren Financial is a financial advisory firm offering portfolio management based on individual client goals, pension consulting services for employee benefit plans, and financial planning covering various aspects like investment, education, retirement, and estate planning. Warren Financial creates tailored programs for each client, potentially using model allocations based on individual needs and restrictions. Warren Financial does not participate in wrap fee programs.
Assets Under Management$28M
Clients47
Advisors1
Avg. per Client$590K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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