Weiss Financial Group provides portfolio management based on individual client goals and risk tolerance. They create investment plans and offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Weiss Financial Group primarily uses mutual funds, stocks, bonds, ETFs, and annuities. They may also direct clients to third-party investment advisors like Betterment.
Assets Under Management$90M
Clients109
Advisors2
Avg. per Client$830K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. If a client uses WFG for financial planning, then the client may receive a discount on the investment service fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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