Christopher Weil & Company (WEIL) offers financial advisory and investment management services to clients. WEIL manages advisory accounts on a discretionary basis, creating portfolios based on client goals, risk tolerance, and tax considerations. WEIL also provides financial planning services, covering budgeting, tax planning, investment strategies, insurance, retirement, and estate planning. WEIL offers estate transition services, assisting with the transfer of assets according to client instructions.
Assets Under Management$900M
Clients519
Advisors12
Avg. per Client$1.7M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees include Advisory and Investment Management (AIM) services. First $1,000,000 is included with the annual fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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