Weatherly Asset Management is an independent, woman-owned wealth management firm based in Del Mar, California, providing personalized investment management and financial planning services since 1994. The firm serves individuals, trusts, estates, charitable organizations, pension plans, and small businesses. Weatherly Asset Management focuses on comprehensive wealth management, offering expertise in equity, fixed income, and balanced portfolio management using a team approach. The firm takes a top-down macroeconomic view combined with bottom-up fundamental research for equity investments, primarily targeting mid- to large-cap core stocks, and utilizes high-quality, intermediate-maturity securities for fixed income portfolios. In addition to managing investments, Weatherly Asset Management provides holistic financial planning covering cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning at no extra charge. The firm operates strictly as a fee-only advisor, meaning they do not sell commissioned financial products or accept third-party sales commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Rates shown apply to equity securities. Separate tiered schedules apply to fixed income securities (starting at 0.50% down to 0.15%) and cash accounts. Accounts under $150,000 invested in mutual funds or exchange-traded funds are charged 1.0% for equities and 0.50% for fixed income. Managed annuities are charged 0.25%. All fees are negotiable.