Weingarten Associates offers financial planning and wealth management services. Financial planning includes reviewing goals, cash flow, asset allocation, tax, insurance, estate, retirement, education, and real estate/mortgage planning. Wealth management includes financial planning, investment management, and tax planning, primarily using exchange-traded funds and mutual funds. Wealth Management services are for clients with at least $2.5M in investable assets. Wealth Accumulator services are for clients with at least $1M in investable assets.
Fee Structure
Weingarten Associates offers wealth management services for a fixed annual fee. The minimum annual fee is $20,000, but may be lower ($12,500) for existing relationships, family members, or young professionals likely to progress to regular services within four years. These services are intended for clients with at least $2.5M in investable assets.