Weaver Financial offers financial planning and investment management services. Financial planning covers retirement, tax strategies, estate, and education planning. Investment management includes assessing client needs, risk tolerance, and time horizon to create a diversified portfolio of mutual funds and ETFs. Weaver Financial does not have custody of client assets, which are held at a third-party brokerage house.
Assets Under Management$46M
Clients13
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$46M
www.weaverfinancialplanning.com ·www.facebook.com/weaverfinancial ·www.linkedin.com/in/sandiweaveratfsa
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $900K | 1.00% |
| $900K+ | 0.15% |
Fees are negotiable and agreed to in advance. Different minimum fees may apply to clients who hired Weaver Financial in earlier years.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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