Charles Weeks is a CFA-designated registered investment advisor at Weeks Financial Services, LLC, based in Erdenheim, PA, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 46 clients with $52M 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 $2.5M | 0.90% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
907 Bethlehem Pike, Erdenheim, PA, 19038
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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
Weeks Financial Services, LLC
Previous Registrations
Ashford Capital Management INC
State Registrations1 state
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