Philip Segner
Philip Segner is a CFA-designated registered investment advisor at Leuthold Weeden Capital Management, based in Minneapolis, MN, with 8 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 232 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leuthold Weeden Capital Management offers several investment strategies, each with its own fee schedule based on the amount of your portfolio. The annual fee is a percentage of your portfolio, billed quarterly. Here's a summary of some of the strategies and their fees:
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Core Investment Strategy and Core Investment - Non-Taxable Strategy:
- First $5M: 0.90%
- Next $5M: 0.675%
- Next $20M: 0.45%
- Balance over $30M: Negotiated
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Select Industries Strategy and Select Industries Strategy – Tax Managed:
- First $5M: 1.00%
- Next $20M: 0.70%
- Next $50M: 0.60%
- Balance over $75M: Negotiated
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Global Industries Strategy:
- First $25M: 0.75%
- Next $50M: 0.65%
- Balance over $75M: Negotiated
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Core ETF Strategy, Core ETF II Strategy, Global Tactical ETF Strategy, Conservative Allocation ETF Strategy, Moderate Allocation ETF Strategy, Aggressive Allocation ETF Strategy, Sector Rotation Strategy, and Enhanced Sector Rotation Strategy, Factor Tilt Strategy:
- First $25M: 0.50%
- Balance over $25M: Negotiated
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AdvantHedge Strategy: 1.00% of assets under management, paid upfront for the first year, then quarterly in arrears.
These fees do not include brokerage commissions and custodial costs. Fees are negotiable for higher balances.
Location
100 North 6th Street, Suite 600A, Minneapolis, MN, 55403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Leuthold Weeden Capital Management
State Registrations1 state
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