Christopher Weil & Company is a registered investment advisor based in San Diego, California, offering personalized investment management, financial planning, estate transition services, and pension consulting. Founded in 1989 and now employee- and family-owned, the firm builds diversified, concentrated, or opportunistic portfolios tailored to each client's goals, risk tolerance, and tax situation. Christopher Weil & Company uses a range of analysis methods, including fundamental, technical, and quantitative analysis, and can incorporate alternative investments, ETFs, options, and cash management into client portfolios. The firm emphasizes a fiduciary commitment to acting in clients' best interests and coordinates services with outside professionals such as accountants and estate attorneys.
Fee Structure
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% |
First $1,000,000 is covered by the $10,000 minimum annual fee. Fees are negotiable on a client-by-client basis.