Weik Capital Management
Assets Under Management
$305.2M
Number of Clients
182
Number of Advisors
6
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$50.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Weik Capital Management offers professional investment management services to clients on a discretionary basis and investment advisory services on client assets that are non-discretionary. Weik discusses client circumstances and objectives to formulate an asset allocation plan. They primarily invest in individual stocks, but may also use equity mutual funds, ETFs, and fixed-income securities. Weik does not provide financial planning, brokerage, or tax advice.
Fee Structure
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
Areas of Practice
Location
18 Commerce Drive, Wyomissing, PA, 19610-1068