Lewis Weil Co. offers comprehensive financial planning covering areas like retirement, risk management, college savings, and estate planning. They also manage investment portfolios, selecting investments to meet client objectives. Lewis Weil Co. primarily uses a passive investment strategy, building portfolios with index mutual funds or exchange traded funds. Clients can impose restrictions on investments.
Assets Under Management$6.2M
Clients98
Advisors1
Avg. per Client$63K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the discretion of Lewis Weil Co.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...