Overview
- Total Firm Assets
- $348 million
- Average High-Net-Worth Client Portfolio Size
- $21.4 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: WITTLIN ADVISORY FORM ADV PART 2A (2026-03-19) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Stated Minimum Annual Fee: $50,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 86.11%
- Number of High-Net-Worth Clients
- 14
- Total Client Accounts
- 49
- Discretionary Accounts
- 47
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 292577
- WITTLIN ADVISORY FORM ADV PART 2A (2026-03-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗