Wieder Financial Corp. is a small, independent firm that provides investment advice to individuals. They work with Matson Money, Inc. as a co-advisor to manage client funds, considering each client's financial situation and risk tolerance. Wieder Financial Corp. does not offer alternative investments. John A. Wieder is a Certified Financial Planner and can prepare financial plans for clients.
Assets Under Management$5.5M
Clients2
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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