Weil Enterprises offers investment advice tailored to individual, high-net worth individual, and corporate clients. All accounts are non-discretionary, meaning the client must approve all actions. Recommended investments include stocks, bonds, exchange traded funds, and mutual funds. The firm uses fundamental analysis with a long-term perspective.
Assets Under Management$40M
Clients22
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...