Weidner Associates, operating as Financial Planning Services, manages investment portfolios for individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, registered mutual funds, private investment funds, and trust programs. They analyze client goals, income needs, tax considerations, and risk tolerance to create investment plans using stocks and fixed income investments.
Assets Under Management$49M
Clients28
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.38% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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