Weitzel Financial Services, INC.
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
About This Firm
Weitzel Financial Services, Inc. provides ongoing investment supervision through portfolio management, financial planning, and automated advisory services. They offer comprehensive portfolio management with optional financial planning through Charles Schwab and Orion Portfolio Solutions, and automated investment management through Betterment Securities. They also offer financial planning services, automated investment management as a solicitor to Brinker Capital Investments, and educational workshops.
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Asset-based fee is based on a blended-tier.
Fee Estimator
We offer several service options, each with its own fee structure. Comprehensive Portfolio Management fees range from 0.50% to 1.50% annually, based on assets managed. Orion Portfolio Solutions has a flat 0.75% annual fee. Automated Advisory Services also has a flat 0.75% annual fee. Financial planning is billed hourly at $250/hour, or a fixed quarterly fee of $250-$2,500 for ongoing assistance. Workshop sessions are complimentary. Transactional fees are separate.
Areas of Practice
Location
2200 John F. Kennedy Road, Suite 103, Dubuque, IA, 52002