Weisberg Financial Services, operated by Phil Weisberg, provides investment advice to people he knows personally, such as family, friends, and former colleagues. He invests in individual stocks and bonds, ETFs, and no-load mutual funds through a discount brokerage. Weisberg is not currently accepting new clients due to his age.
Assets Under Management$15M
Clients65
Advisors1
Avg. per Client$230K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Weisberg Financial Services charges a flat fee for investment advice, typically around 0.5% of the amount you invest, but this is negotiable and takes into account your ability to pay. Fees are billed annually in October, and clients have 30 days to pay. The maximum fee charged per account is $1,000.
Loading...