Brandon Weaver is a CFP-designated registered investment advisor at Washington Avenue Advisors, based in Lansing, MI, with 1 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 689 clients with $340M 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 $500K | 1.50% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.87% |
| $3.0M - $4.0M | 0.76% |
| $4.0M - $5.0M | 0.76% |
| $5M+ | 0.65% |
Fees are generally negotiable. The firm also offers investment advisory services through a flat annual fee.
Fee Estimator
Location
1146 South Washington Avenue, Lansing, MI, 48910
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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 →Employment History
Current Registrations
Washington Avenue Advisors
State Registrations1 state
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.
Exams
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