Christopher Weil & CO INC
Assets Under Management
$913.5M
Number of Clients
528
Number of Advisors
13
Average Client AUM
$1.7M
AUM per Advisor
$70.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WEIL provides continuous advice and investment management services tailored to individual client needs. They offer financial planning, estate transition services, and pension consulting. Portfolios may include diversified, concentrated, and opportunistic strategies, including investments in ETFs that hold cryptocurrency.
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 is included with the annual fee of $10,000.
Fee Estimator
WEIL charges an annual fee for advisory and investment management services, with a minimum annual fee of $10,000. The fee is tiered based on the amount of assets managed. Financial planning fees range from $250 to $10,000, depending on the complexity of the plan. WEIL may reduce or waive the financial planning fee if you also use their advisory or asset management services.
Areas of Practice
Location
11236 El Camino Real, Suite 200, San Diego, CA, 92130