Weitzel Financial Services offers comprehensive portfolio management, automated investing options, and tailored financial planning. The firm helps clients navigate cash flow, retirement, education savings, tax strategies, and risk management through personalized strategies. Weitzel Financial Services utilizes a globally diversified, long-term approach that balances asset allocation with active or passive management options depending on client goals. In addition to investment advisory services, the firm operates as a registered broker-dealer and an independent insurance agency, allowing associated professionals to offer related financial products when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Rates shown are for comprehensive portfolio management. Alternative platform options (Orion and Betterment) charge a total annual fee of 0.75%.