Richard Weihing
Richard Weihing is a CFP-designated registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 35 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Richard is an investment advisor representative at Efficient Plan LLC and a trustee for the Robert R. Weihing Trust, dedicating about half his time to the former and minimal time to the latter. He is also an insurance agent at Experior Financial Group, Inc. and an independent contractor for Global View Capital Advisors, LLC, a marketing firm for insurance and advisory services; both of these activities take about half of Richard's time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Efficient Plan, LLC
Efficient Plan, LLC
Efficient Plan, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.