Weidner Associates provides investment management and financial planning services to individuals, high net worth individuals, and other entities. Founded in 1997, the firm builds custom investment strategies utilizing stocks and fixed income investments, taking into account each client's specific income needs, tax considerations, and risk tolerance. Weidner Associates operates with a focus on personalized portfolio management and ongoing account reviews.
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
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Estimated Annual Fee
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