Wendy Weiss is a registered investment advisor at Weiss Financial Advisors, LLC, based in Cambridge, MA, with 14 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 11 clients with $12M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Advisory fee is negotiable depending on the nature of services, types of investments, portfolio makeup, and/or the complexity of the client's situation.
Fee Estimator
Location
Cambridge, MA
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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 →Other Business Activities
Wendy is co-trustee of her spouse's trust account and co-chair of the Cambridge Community Foundation's Professional Advisors, dedicating minimal time. She also co-chairs a committee and is a board member for Beth El Temple Center, spending a few hours per week.
Employment History
Current Registrations
Weiss Financial Advisors, LLC
Previous Registrations
Hot Flash Financial Advisors LLC.
Rock Hill Financial Advisors LLC
Banc of America Investment Services, INC.
State Registrations1 state
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