Phillip Weber is a CFP-designated registered investment advisor at Zeit Capital Advisors, based in Greenwood Village, CO, with 27 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 73 clients with $140M 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 $2.0M | 1.50% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable and may be discounted at the firm's discretion.
Fee Estimator
Location
Greenwood Village, CO
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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
Zeit Capital Advisors
Previous Registrations
UBS Financial Services INC.
Morgan Stanley
State Registrations1 state
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