Philip Weisberg is a CFP-designated registered investment advisor at Weisberg Financial Services, based in Pittsford, NY, with 3 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weisberg Financial Services charges a flat fee for investment advice, typically around 0.5% of the amount you invest, but this is negotiable and takes into account your ability to pay. Fees are billed annually in October, and clients have 30 days to pay. The maximum fee charged per account is $1,000.
Location
Pittsford, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Weisberg Financial Services
State Registrations1 state
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