Weitzel Financial Services provides ongoing investment supervision through portfolio management services. They offer comprehensive portfolio management with optional financial planning through Charles Schwab and Orion Portfolio Solutions, as well as automated investment management through Betterment Securities. Financial planning services cover cash flow, education funding, retirement, risk management, estate, and tax planning. They also offer automated investment management as a solicitor to Brinker Capital Investments and educational workshops.
Assets Under Management$330M
Clients1,134
Advisors7
Avg. per Client$290K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
This fee schedule applies to Comprehensive Portfolio Management Services. Orion Portfolio Solutions and Automated Advisory Services have different fee structures (see im_summary).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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