Weinand Financial offers customized financial planning and wealth management advice. They provide financial planning, including budgeting, risk management, estate planning, tax planning, retirement planning, investment planning, and education funding. Weinand Financial also offers wealth management services, managing investment accounts based on clients' financial circumstances and goals. They construct portfolios using mutual funds, ETFs, individual bonds, and stocks. They also offer retirement plan consulting services to employee benefit plans.
Fee Structure
Weinand Financial charges an annual fee based on the value of your investments. The fee schedule varies depending on where your assets are held:
Assets held at American Funds Service Company:
- 0.65% per year on the first $1 million
- 0.55% per year on the next $1 million ($1M - $2M)
- 0.45% per year on the next $2 million ($2M - $4M)
- 0.40% per year on the next $2 million ($4M - $6M)
- 0.35% per year on amounts over $6 million
Assets held at Charles Schwab & Co.:
- 0.675% per year on the first $500,000
- 0.65% per year on the next $500,000 ($500K - $1M)
- 0.55% per year on the next $1 million ($1M - $2M)
- 0.475% per year on the next $2 million ($2M - $4M)
- 0.40% per year on the next $2 million ($4M - $6M)
- Fees are negotiable for amounts over $6 million
These fees include financial planning and consulting services, but additional fees may apply for complex situations.