Weik Capital Management offers professional investment management services on a discretionary basis. They focus on a value-based investment philosophy, influenced by Warren Buffett, purchasing stocks at a discount to their underlying business value. They manage both equity and balanced portfolios, with the latter including fixed-income securities. Weik does not provide financial planning, brokerage, or tax advice. They work with clients to formulate an asset allocation plan based on their circumstances and objectives.
Assets Under Management$310M
Clients182
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.70% |
Fees negotiable on assets exceeding $5,000,000. Portfolios managed for employees or their families may be provided at a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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