Weyhill Investment Counsel offers investment management, financial planning, and consulting services. Weyhill manages investments based on Modern Portfolio Theory, using diversified global portfolios. They work with individuals, families, and high-net-worth investors. Financial planning covers retirement, estate, tax, and education funding. Weyhill also provides retirement plan services to businesses.
Assets Under Management$35M
Clients70
Advisors1
Avg. per Client$500K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $750K | 1.00% |
| $750K - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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