Alison Weinberger
Alison Weinberger is a registered investment advisor at Weinberger Asset Management, INC, based in Los Angeles, CA, with 6 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 146 clients with $440M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are generally negotiable. Other arrangements may be negotiated, such as a flat annual percentage across all assets under management.
Fee Estimator
Location
10866 Wilshire Blvd, Ste 830, Los Angeles, CA, 90024
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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
Alison is a partner at Marriage Financial Solutions LLC, a consulting firm specializing in the financial implications of divorce and pre/postnuptial agreements, since 2015. She spends about a quarter of her time on this business, with 10 hours during trading hours and 30 hours outside of trading hours.
Employment History
Current Registrations
Weinberger Asset Management, INC
State Registrations2 states
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