Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.60% |
| $1M+ | 0.40% |
WAC does not negotiate its management fee, but does offer discounts to select friends, employees and family. WAC may waive the minimum for select friends and family.
Fee Estimator
Werner & Co. RIA, PLLC charges an annual management fee based on a percentage of assets under management. The fee is 0.75% for assets from $0 to $499,999, 0.60% for assets from $500,000 to $999,999, and 0.40% for assets of $1,000,000 and above. Fees are charged in arrears at the end of each calendar quarter. The firm may waive the minimum for select friends and family. The minimum account value is generally $25,000.
Areas of Practice
Advisor Information
Office location
Seattle, WA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →