Weatherby Capital offers investment and financial planning services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and redistributing investments. They may also recommend third-party money managers or Betterment Institutional. Financial planning includes investment and non-investment advice, with fees charged hourly or fixed.
Assets Under Management$260K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$260K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. For portfolios managed through Betterment Institutional, the total fee is up to 1.20% annually, including Betterment's platform fee (up to 0.20%) and Weatherby Capital's fee (up to 1.00%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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