Weiser Financial Planning (WFP) manages investment portfolios based on clients' individual needs and financial plans. WFP also offers ongoing financial planning for a monthly retainer, covering areas like net worth, cash flow, insurance, retirement, and estate planning. WFP also provides financial planning for a fixed or hourly fee, for specific projects or limited scope engagements.
Assets Under Management$52M
Clients114
Advisors1
Avg. per Client$450K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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