Advisor at Wingert Investment Management, LLC
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Firm
Wingert Investment Management, LLC
Location
Hummelstown, PA
Credentials
Series 63, Series 65
Industry experience
24 years
Stephen Wingert is the sole advisor at Wingert Investment Management, LLC, an independent firm based in Hummelstown, PA. He holds Series 63 and Series 65 credentials and has 24 years of industry experience, having led his firm since 2001. Wingert Investment Management provides portfolio management services to individual clients, offering both discretionary and non-discretionary management for taxable and retirement accounts. The firm employs a value-oriented investment approach with a focus on listed equities, options, ETFs, and fixed income, managing a small client base with approximately $2.47 million in assets under management.
Based on Wingert Investment Management, LLC
$0 - $1,500,000: 2.00% annually $1,500,000+: 1.00% annually
Fee-only: Annual fees based on tiered percentage of assets under management; billed quarterly in advance; negotiable fees.
Hummelstown, PA
Pennsylvania
Wingert Investment Managment, Llc
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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