EW
EW

Eckart Weeck

43 Years of Experience
Princeton, NJ

Eckart Weeck is a registered investment advisor at Carnegie Lake Advisors LLC, based in Princeton, NJ, with 43 years of industry experience. Eckart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 213 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
213 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$403.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Overlook Center, 2nd Floor, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eckart is a Senior Portfolio Manager at Highlander Bank Holdings, LLC, a hedge fund, since 2010. He is also a Managing Member of Highlander Bank Advisors, LLC, which manages Highlander Bank Holdings, LLC.

Employment History
Current Registrations
Carnegie Lake Advisors LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Highlander Capital Management LLC
May 2004 - July 2024 · 20 yrs 2 mos
Highlander Capital Group, INC.Broker
April 1998 - September 2023 · 25 yrs 5 mos
Kenneth, Jerome & Co.,inc.Broker
October 1991 - April 1998 · 6 yrs 6 mos
L.C. Wegard & CO., INC.Broker
June 1982 - September 1991 · 9 yrs 3 mos
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.