Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Blended fees are calculated by assessing percentage rates to the market value of the account using predefined asset levels. Minimum quarterly fee of $1,250.
Fee Estimator
Contact
Jeffrey Alan Weiand
Location
30 S. 17th Street, Suite 1620, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rtd Financial Advisors INC
State Registrations2 states
Exams
Additional Information
Jeff A. Weiand is Executive Vice President, Chief Operating and Compliance Officer of RTD Financial Advisors, Inc. Mr. Weiand joined the firm in 1985 and became a senior shareholder in 1995. He is a CERTIFIED FINANCIAL PLANNER™ practitioner which he earned in 1989. Mr. Weiand also earned the ACCREDITED INVESTMENT FIDUCIARY™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. A graduate of Rutgers College in New Brunswick, NJ, he earned his Bachelor of Arts degree in Economics with a concentration in Finance.