Dewitt Weaver is a CFP-designated registered investment advisor at Weaver Capital Management, LLC, based in Suwanee, GA, with 29 years of industry experience. Dewitt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 203 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
A minimum annual fee of $10,000 will be charged for Investment Management Services.
Fee Estimator
Location
5400 Laurel Springs Parkway, Suite 303, Suwanee, GA, 30024
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Regulatory History
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 →Employment History
Current Registrations
Weaver Capital Management, LLC
Previous Registrations
Resource Planning Group, LTD.
Fisherman Capital Management, LLC
Weaver Capital Management, LLC
Wrh Capital Management, LLP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.