Robert L. Weisman, LLC provides financial advice either for specific projects or as a comprehensive financial plan with an ongoing retainer. Specific projects include rental property analysis and college planning. Comprehensive financial planning includes establishing financial goals, analyzing financial data, reviewing budgets, discussing financial issues, and developing an investment plan. Investment decisions are made with client approval.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Maximum annual fee is $25,000. Fees are subject to negotiation depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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