Weigel Fiduciary Asset Management (WeigelFAM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. WeigelFAM creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, and structured products. Financial planning covers retirement, business, divorce, estate, insurance, and tax planning. WeigelFAM acts as a fiduciary, committed to acting in clients' best interests.
Assets Under Management$64M
Clients80
Advisors1
Avg. per Client$800K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 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% |
Fee structure can be negotiated and implemented on a case-by-case basis at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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