Weiss Financial Group provides ongoing investment management through its wrap fee program, where advisory and transaction costs are bundled into one fee. Weiss Financial Group manages accounts based on your financial situation, investment goals, and risk tolerance. Weiss Financial Group also offers financial planning services, including written financial plans and consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The specific fee charged to each client will vary and is also negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, third-party investment advisers used, and the total amount of assets under management for the client.