Warther Private Wealth
Assets Under Management
$371.3M
Number of Clients
249
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$185.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Warther Private Wealth provides investment advisory services to individuals and high-net-worth individuals. Services include customized investment solutions, financial planning, and portfolio management. They construct portfolios primarily with equities, bonds, and low-cost ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.25% |
Fees are negotiable. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Investment management fees are based on a percentage of assets managed, as detailed in the table. Financial planning services are offered for a fixed fee ranging from $8,000 to $50,000, or an hourly fee of $175, both negotiable based on complexity. Pension consulting services are also offered, with fees mirroring the investment management schedule.
Areas of Practice
Location
1075 West Market St., Akron, OH, 44313