Weiss Financial Advisors offers wealth management services, including ongoing financial advice and portfolio management tailored to individual needs. They also offer financial planning services on a fixed fee or hourly basis. Weiss Financial Advisors primarily advises on equity securities, debt securities, mutual funds, and exchange traded funds.
Assets Under Management$12M
Clients11
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Advisory fee is negotiable depending on the nature of services, types of investments, portfolio makeup, and/or the complexity of the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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