Clint Weeder is a registered investment advisor at Mcmill CPA and Advisors, based in Norfolk, NE, with 10 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,118 clients with $730M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
Location
125 South 4th Street, Norfolk, NE, 68701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clint is a Manager/Owner at McMill CPA PC since 2016, dedicating nearly full-time hours to CPA, tax, and consulting services. He also serves as Vice President of Herbolsheimer Estate Homeowners Association and is an LLC Member of Weeder Family Farms LLC, dedicating minimal time to each.
Employment History
Current Registrations
Mcmill CPA and Advisors
State Registrations1 state
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