Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Personal Wealth Management fees range from $1,500 to $30,000 per quarter, based on total wealth under advisement and complexity. Employer Retirement Plan fees vary depending on the plan type and assets. Investment Management fees for Trusts and Non-Profits are also tiered based on assets. Investment Consulting fees for Trusts and Non-Profits are flat amounts based on asset tiers, subject to a minimum fee of $6,250 per quarter and minimum assets of $5,000,000. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
30 S. 17th Street, Suite 1620, Philadelphia, PA, 19103
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Jeffrey Alan WeiandRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Rtd Financial Advisors INC
State Registrations2 states
Exams
Additional Information
Jeff A. Weiand is Executive Vice President, Chief Operating and Compliance Officer of RTD Financial Advisors, Inc. Mr. Weiand joined the firm in 1985 and became a senior shareholder in 1995. He is a CERTIFIED FINANCIAL PLANNER™ practitioner which he earned in 1989. Mr. Weiand also earned the ACCREDITED INVESTMENT FIDUCIARY™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. A graduate of Rutgers College in New Brunswick, NJ, he earned his Bachelor of Arts degree in Economics with a concentration in Finance.