Competitive Portfolio Management Fees
Wendl Financial is a fee-only investment advisory firm and does not receive commissions from any third-party. No commissions are received in the course of recommending any financial or insurance product for a client. The annual management fee rate offered to clients at Wendl Financial is competitive with rates charged to large institutional investors. Many of the independent advisory firms provide adequate financial advice to clients, but at a fee that is unreasonable, offsetting the positive impact from their guidance. Our fee structure is listed on the chart below. The fee is a percentage of assets under management and is deducted quarterly on the last business day of January, April, July and October.