Assets Under Management
$274.3M
Number of Clients
1,100
Number of Advisors
6
Average Client AUM
$249K
AUM per Advisor
$45.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Weitzel Financial Services provides ongoing investment supervision through portfolio management, financial planning, and automated advisory services. They offer comprehensive portfolio management with optional financial planning, automated investment management, and educational workshops.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
2200 John F. Kennedy Road, Suite 103, Dubuque, IA, 52002