Weaver Capital Management offers investment management and wealth management services to individuals. For investment management, they develop a strategy, manage your portfolio, and provide projections. Wealth management includes financial planning, goal setting, tax strategies, and estate planning. They manage investments on a discretionary or non-discretionary basis. They also provide retirement plan advisory services to employer-sponsored plans.
Assets Under Management$540M
Clients203
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$180M
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Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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