LS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
528 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$913.5M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | N/A |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
First $1,000,000 included with annual fee of $10,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Financial Plan Fee:$250 - $10,000
The firm charges an annual fee for advisory and investment management services, with a minimum annual fee of $10,000. Financial planning fees range from $250 to $10,000, depending on the complexity of the plan. The firm may reduce or waive the financial planning fee if you also use their advisory or asset management services.
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment ManagementHigh Net Worth
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Advisor Information
Office location
11236 El Camino Real, Suite 200, San Diego, CA, 92130
Get directionsRegulatory History (1)
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Regulatory
November 1992Final
Employment History
Current Registrations
Christopher Weil & CO INC
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
Christopher Weil & Company, INC. Broker
June 1994 - November 2015 · 21 yrs 5 mos
Brokers Investment CorporationBroker
April 1987 - December 1992 · 5 yrs 8 mos
Christopher Weil & Company, INCBroker
September 1985 - August 1986 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.