Weaver Consulting Group provides financial planning, consulting, and investment management services to individuals, families, and businesses. Financial planning covers education, cash flow, estate, investment, insurance, retirement, and tax planning. Investment management involves managing client portfolios with mutual funds, ETFs, and individual securities. Weaver Consulting Group may direct clients to third-party investment advisors.
Fee Structure
Weaver Consulting Group charges an annual fee based on the amount of your portfolio. This fee generally ranges from 0.15% to 1.5%, depending on the size and composition of your portfolio, the complexity of services, your risk tolerance, and the type of services rendered. The fee is calculated monthly, based on the average daily balance of your account.