CW
CW

Charles Philip Weigel

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee applies to accounts $15,000 and above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Charles owns Weigel & Associates, an insurance agency, since 1983, dedicating about half of his time to selling and servicing life, health, and disability insurance. He is also an independent contractor and insurance agent for Global View Capital, spending about half of his time marketing and selling insurance and advisory services.

Employment History
Current Registrations
Global View Capital Management LLC
December 2014 - Present · 11 yrs 2 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Charles Philip Weigel - Financial Advisor | TrueAdvisor