Weston Wealth Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may use an order management system for tax-efficient strategies. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Weston Wealth Advisors may direct clients to third-party money managers like AssetMark, Inc.
Assets Under Management$21M
Clients20
Advisors1
Avg. per Client$1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.72% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Lower fees may also apply for family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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