Eli Weissman
Eli Weissman is a CFP-designated registered investment advisor at Advocate Wealth, LLC, based in Washington, DC, with 11 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advocate Wealth charges a percentage of your portfolio each year, ranging from 0.50% to 1.50%. The exact percentage depends on the amount you invest, the number of accounts you have, and the complexity of your accounts. Fees are negotiable and paid monthly, based on the average daily balance of your account.
Location
Washington, DC
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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 ActivitiesSells Insurance
Eli owns rental property in Osterville, MA, dedicating minimal time to it. Eli is also an independent insurance agent, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Advocate Wealth, LLC
Previous Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Alexandria Capital
State Registrations2 states
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.