Weiss Financial Services (WFS) offers investment advice and financial planning services. WFS creates personalized investment plans and manages portfolios for individuals, trusts, pension/profit sharing plans, and estates. WFS also provides comprehensive financial planning services, including retirement analysis, tax projections, and estate planning. WFS manages advisory accounts on a non-discretionary basis, meaning transactions are completed with client approval.
Assets Under Management$9M
Clients20
Advisors1
Avg. per Client$450K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.50% |
Account minimum and asset management fee may be negotiated under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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