Assets Under Management
$913.5M
Number of Clients
528
Number of Advisors
13
Average Client AUM
$1.7M
AUM per Advisor
$70.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Christopher Weil & Company offers financial advisory, investment management, financial planning, and estate transition services. Investment management includes diversified, concentrated, and opportunistic strategies. Financial planning covers budgeting, tax planning, investment strategies, insurance, retirement, and estate planning. Estate transition services assist with asset transfers and estate administration.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The first $1,000,000 is included with the annual fee of $10,000.
11236 El Camino Real, Suite 200, San Diego, CA, 92130