Jentner Wealth Management's Form ADV discloses 1.00% on the first $1.5 million, 0.75% on the next $3.5 million, 0.50% on the next $5 million, and 0.40% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #105248), Jentner Wealth Management is subject to fiduciary duty under federal law.
Jentner Wealth Management is headquartered in AKRON, OH.
Jentner Wealth Management serves 202 high-net-worth clients according to their SEC filing dated May 19, 2025. View client details ↓
According to their SEC Form ADV, Jentner Wealth Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
Jentner Wealth Management manages $575 million in client assets according to their SEC filing dated May 19, 2025.
According to their SEC Form ADV, Jentner Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓