Widener & Asher Asset Management LLC logo

Widener & Asher Asset Management LLC

Updated today

Total assets under management

$22,623,304

Total clients

33

21% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

17

Average account size

$685,555

Client services

Financial planning Portfolio management Pension consulting

Fee options

Percentage

$0 - $1,000,000: 0.50% $1,000,000 - $2,000,000: 0.45% $2,000,000 - $3,000,000: 0.40% $3,000,000 - $5,000,000: 0.35% $5,000,000+: 0.25%

Project-based

Fees for Financial Planning negotiated based on complexity; specific rates not stated.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Widener & Asher Asset Management LLC

13 N Main

Ellinwood KS 67526, United States

Number of offices

1

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