Wasserman Wealth Management, LLC

Wasserman Wealth Management, LLC, established in 2003, is a registered investment adviser specializing in managing investment portfolios for individuals, trusts, charitable organizations, small businesses, and qualified retirement plans. The firm designs personalized investment policy statements based on client objectives and risk profiles, utilizing passive and evidence-based mutual funds and ETFs, primarily from Dimensional Fund Advisors. Clients' assets are allocated based on their Investment Policy, with a focus on long-term investment strategies rooted in Modern Portfolio Theory. WWM offers wealth management consultations covering various financial areas and may provide advisory services to employee retirement benefit plans. The firm charges annual fees based on a percentage of assets advised, with a minimum account size of $500,000 for individual fixed income securities management. WWM does not charge performance-based fees and acts as a fiduciary, requiring written authority for investment discretion. Clients receive quarterly performance reports and custodial statements, with account reviews conducted quarterly. The firm does not vote proxies on behalf of clients and has no financial commitments affecting its ability to meet client obligations. For more information, visit www.wassermanwealth.com or contact (248) 626-3900.