Weingarten Associates, founded in 2003 and located in Lawrenceville, New Jersey, provides comprehensive wealth management, ongoing investment management, and financial planning services. Weingarten Associates primarily serves individuals, high-net-worth families, trusts, and retirement plans, focusing on clients with at least $1 million to $2.5 million in investable assets. The firm utilizes an academic, low-cost investment strategy based on the three-factor model developed by Eugene Fama and Kenneth French, investing client portfolios primarily in exchange-traded funds and mutual funds across multiple asset classes. In addition to investment management, Weingarten Associates integrates holistic financial planning and tax planning into its wealth management services, and also offers separate tax preparation services through an associated Certified Public Accountant. Clients retain absolute discretion over implementation decisions and must enter into formal service agreements prior to engaging the firm.
Fee Structure
Weingarten Associates charges a fixed annual fee for its wealth management services, which include ongoing financial planning, investment management, and tax planning. The fee structure includes:
- A minimum annual fee of $20,000 for regular wealth management services, which are designed for clients with at least $2,500,000 in investable assets.
- A minimum annual fee of $12,500 for existing relationships.
- A lower minimum annual fee in certain circumstances, such as for family members of existing clients or younger professionals who have less than $2,500,000 in investable assets but are expected to reach the regular service level within four years.
- Wealth Accumulator Plan services customized for younger clients or those in the rapid accumulation phase with at least $1,000,000 in investable assets.