The L. Warner Companies, INC
Assets Under Management
$744.6M
Number of Clients
448
Number of Advisors
11
Average Client AUM
$1.7M
AUM per Advisor
$67.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
The L. Warner Companies, Inc. provides investment management and financial planning services to individuals, and consulting/administration to corporations and non-profits. They invest in equities, fixed income, mutual funds, and ETFs. Minimum account size is negotiable.
Fee Structure
Investment supervisory fees are based on a maximum annual fee of 1.5% of assets under management and are negotiable. Financial planning fees typically range from $1,000 to $25,000, based on complexity and time required. The minimum account size is generally $500,000, but this is negotiable.
Areas of Practice
Location
9690 Deereco Road, Suite 650, Timonium, MD, 21093