Weeks Financial Services offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Weeks Financial creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Weeks Financial generally limits its investment advice to equities, ETFs, mutual funds, fixed income securities, and (rarely) alternative investments.
Assets Under Management$52M
Clients46
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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