Weikart Advisory Services provides investment advice and financial planning services to individuals, high-net-worth individuals, and business owners. Weikart Advisory Services offers investment supervisory services, portfolio review and analysis, asset management and monitoring, asset allocation, managed accounts, wrap programs, and financial planning. All investment recommendations require client approval before execution.
Assets Under Management$3.3M
Clients9
Advisors1
Avg. per Client$360K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
Fees are negotiable for assets over $30 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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