Weil Associates is a registered investment advisor based in Dana Point, California, that has been in business since 1993. The firm provides continuous and non-continuous investment management for individual portfolios, tailored to each client's specific goals, risk tolerance, time horizons, and tax considerations. Weil Associates manages accounts on either a discretionary basis, where the firm makes trades without prior permission, or a non-discretionary basis. In addition to portfolio management, the firm offers focused consulting services on topics such as estate planning and retirement planning. Weil Associates creates personalized investment policies and builds diversified portfolios using stocks, exchange-traded funds, bonds, mutual funds, and other securities, while also offering option strategies and asset allocation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.20% |
| $100K - $500K | 2.20% |
| $500K - $1.0M | 1.80% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Schedule reflects equity-based accounts. Fixed income accounts have a separate tiered schedule ranging from 1.25% down to 0.70%. Fees are negotiable based on client complexity and relationship size.