Winebrenner Capital Management LLC
Assets Under Management
$243.2M
Number of Clients
436
Number of Advisors
4
Average Client AUM
$558K
AUM per Advisor
$60.8M
Compensation
Fee-Only (AUM)
About This Firm
WCM is a registered investment adviser managing private accounts for individuals, businesses, trusts, estates, and charitable organizations. They also manage pooled investment vehicles (Funds) and use a bottom-up investment analysis to select securities. Participation in the Funds is intended for accredited investors and qualified clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fee schedule A1 is for diversified portfolios. WCM may aggregate assets of accounts in your household to determine the management fee.
Fee Estimator
WCM charges a management fee of up to 1.5% annually based on the average daily market value of assets in your account. The specific percentage depends on the account size and the type of investments held (diversified vs. fixed income). For accounts with no management oversight or that hold managed Funds, the fee is 0%. A minimum investment of $50,000 is required, but may be waived at WCM's discretion.
Areas of Practice
Location
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367