Weis Advisory offers investment advice and management to clients, tailoring strategies to individual needs based on financial status, investment objectives, and risk tolerance. Services include investment strategy, asset allocation, portfolio construction, and ongoing supervision. Weis Advisory also provides financial planning as part of its asset management services. Investment advisor representatives are also registered representatives of LPL Financial.
Assets Under Management$190M
Clients684
Advisors4
Avg. per Client$270K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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