Robert Maurice Gaan

CFP

Christopher Weil & CO INC

19 Years of Experience

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Firm Information

Christopher Weil & CO INC

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.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment ManagementHigh Net Worth

Advisor Information

Office location

11236 El Camino Real, Suite 200, San Diego, CA, 92130

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Regulatory History

Clean regulatory record

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.