Weil Associates offers investment management services tailored to individual client needs, including continuous and non-continuous asset management. They develop investment policies based on client goals, risk tolerance, and liquidity needs. Weil Associates also provides consulting services on topics like estate and retirement planning. Investment recommendations are not limited to specific products and include a variety of securities.
Assets Under Management$21M
Clients13
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.80% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
These fees apply to equity-based accounts. Fixed income accounts have a different fee schedule: $100K-$500K: 1.25%, $500K-$1M: 1.10%, $1M-$5M: 1.00%, $5M-$10M: 0.85%, Over $10M: 0.70%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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