Kenneth Weik is a registered investment advisor at Weik Capital Management, based in Wyomissing, PA, with 7 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 182 clients with $310M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.70% |
Fees negotiable on assets exceeding $5,000,000. Portfolios managed for employees or their families may be provided at a reduced rate.
Fee Estimator
Location
18 Commerce Drive, Wyomissing, PA, 19610-1068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Weik Capital Management
State Registrations1 state
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