Weigel Fiduciary Asset Management provides wealth management services, which include comprehensive financial planning combined with discretionary and non-discretionary investment management. Weigel Fiduciary Asset Management builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, structured products, and alternative investments. The firm focuses on long-term investment strategies and works closely with clients to understand their financial goals, risk tolerance, and personal situation. In addition to individual wealth management, Weigel Fiduciary Asset Management offers retirement plan consulting services for businesses and plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees are negotiable for accounts of $25,000,000 and above, or based on factors such as relationship depth and excluded strategies.