Werba Rubin Papier Wealth Management, LLC

Werba Rubin Papier Wealth Management, LLC is a registered investment adviser specializing in providing investment advisory services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm was established in 2006 and offers services such as Structured Investing Asset Management, Structured Investing Portfolio Services, Structured Investing Advantage, and 401(K) and Other Retirement Asset Management Services. Clients typically have a minimum account size of $500,000, which may be waived under certain circumstances. The firm's fee structure is negotiable and typically includes asset management fees charged quarterly based on a percentage of assets under management. Clients can open accounts by completing necessary forms, signing agreements, and depositing funds. Werba Rubin Papier Wealth Management, LLC does not charge performance-based fees and acts as a fiduciary, ensuring that client interests are prioritized. Clients have investment discretion, with the firm providing recommendations based on clients' financial goals, time horizons, and risk tolerance. The firm does not vote proxies on behalf of clients and does not engage in principal or agency cross securities transactions. Clients' accounts are held by third-party custodians, and the firm does not have full custody of client funds or securities. The supervised personnel at the firm have strong educational backgrounds and extensive experience in the financial industry, with no disciplinary actions on record. Additional services, such as tax preparation, are offered through an affiliated entity, WRP Tax Services, Inc.