Weatherly Asset Management
Assets Under Management
$1.5B
Number of Clients
374
Number of Advisors
11
Avg. Portfolio per Client
$4.0M
Avg. Managed per Advisor
$136.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Weatherly Asset Management (WAM) offers investment management and personalized financial planning. WAM is a fee-only firm, meaning it doesn't sell commissioned products or have affiliations with entities that do. WAM manages investments through a discretionary agreement, with clients maintaining asset control at custodians like Fidelity or Schwab. WAM provides advice on portfolio management, financial objectives, cash flow, education funding, retirement, tax, and estate planning. WAM may refer clients to other professionals like attorneys and accountants.
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% |
Fee schedule for equity securities held for permanent investment. For fixed income securities held for permanent investment: 0.50% of the first $10 million; 0.30% of the next $40 million (from $10,000,001 to $50M); 0.20% of the next $50 million (from $50,000,001 to $100,000,000) and 0.15% of the next $100 million.
Fee Estimator
Areas of Practice
Location
832 Camino Del Mar, Suite 4, Del Mar, CA, 92014