How does the advisor help clients – Key Takeaways:
Weigel Fiduciary Asset Management is a trusted and experienced financial advisor that helps clients achieve their financial goals. They offer a wide range of financial services and cater to different types of clients. Their fees and compensation are transparent, and they have a strong background in the financial industry.
Facts and Insights
Weigel Fiduciary Asset Management was founded in 1995 by John Weigel, a certified financial planner with more than 30 years of experience. The firm is located in New York and serves clients nationwide. Their team consists of highly qualified and experienced advisors who have a deep understanding of financial markets and strategies.
As a fee-only fiduciary, Weigel Fiduciary Asset Management is committed to putting their clients’ interests first. They do not earn commissions or kickbacks from recommending certain investments, ensuring that their advice is always unbiased and in their clients’ best interest.
Their investment philosophy is based on modern portfolio theory, with a focus on asset allocation and diversification. They believe in long-term investing and avoiding market timing and stock picking, which can lead to higher risks and lower returns.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $1 billion | 10+ | 25+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
Weigel Fiduciary Asset Management works with a diverse range of clients, including individuals, families, and small businesses. They also have expertise in working with high net worth individuals and corporate executives.
Fees & Compensation
As a fee-only advisor, Weigel Fiduciary Asset Management charges a percentage of assets under management as their compensation. Their fees are typically between 1% to 1.25%, depending on the size of the client’s portfolio.
They do not charge commissions, sales charges, or other hidden fees. This transparent fee structure ensures that their clients know exactly what they are paying for and can confidently trust their recommendations without any conflicts of interest.
Background
John Weigel, the founder of Weigel Fiduciary Asset Management, has been in the financial industry for more than three decades. He holds the prestigious Certified Financial Planner (CFP) designation and is committed to ongoing education and training to stay updated with the latest financial trends and strategies.
The team at Weigel Fiduciary Asset Management has a diverse background and brings a wealth of experience to the table. They have a strong track record of helping clients achieve their financial goals, and their long-standing relationships with clients are a testament to their dedication and expertise.
Financial Advisor Disclosures to Know
Weigel Fiduciary Asset Management has a clean record with regulatory bodies and has not faced any disciplinary actions or disclosures in the past. This is an important factor to consider when choosing a financial advisor, as it reflects their professionalism and integrity in handling their clients’ financial matters.
In conclusion, Weigel Fiduciary Asset Management is a reputable and reliable financial advisor that puts their clients’ interests first. With their experience, expertise, and transparent fee structure, they are well-equipped to help clients achieve their financial goals and secure their financial future.