Weiss Asset Management

Fee-Only (% of Portfolio)

Weiss Asset Management manages investments for privately offered investment funds and one institutional client. Weiss's investment strategies vary depending on the client, but generally involve identifying and investing in mispriced assets. The Brookdale Funds have a broad investment mandate, while the AIM-Listed Fund focuses on South Korean companies. Weiss manages client portfolios on a discretionary basis.

Assets Under Management$11B
Clients4
AdvisorsN/A
Avg. per Client$2.7B
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Weiss Asset Management does not directly manage investments for individual investors. The firm manages investments for pooled investment vehicles and one institutional separate account. Fees are charged as a percentage of assets and/or performance-based compensation.

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