Weather-Eye Advisors (WEA) offers investment advisory services, focusing on institutional clients but also working with individual and business investors. WEA develops investment portfolios designed to generate returns while monitoring macroeconomic risks. Services include tax planning, financial planning, and investment advice, tailored to each client's unique circumstances. WEA selects investments based on the Weather-Eye Strategy and current macro-economic conditions, using individual stocks and bonds, preferred stocks, mutual funds, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.96% |
For international clients who are non-US residents, there is an additional fee of $50.00 per investment account per month, plus an additional charge of 0.06% annually (0.005% monthly).