Welcome to WEILLER CAPITAL ADVISORS, LLC
WEILLER CAPITAL ADVISORS, LLC is a trusted financial advisory firm that assists clients in making sound financial decisions. With a team of experienced financial experts, the firm is dedicated to providing comprehensive and personalized financial solutions for individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Expertise in a variety of financial services offered
- Personalized and tailored approach for each client
- In-depth knowledge of the financial market and trends
- Proven track record of successful financial planning and management
At WEILLER CAPITAL ADVISORS, LLC, we understand that each client has unique financial goals and needs. That’s why we offer a personalized approach to every client, taking the time to understand their specific situation and designing a financial plan that best fits their objectives.
Our team of financial experts has a deep understanding of the market and trends, allowing us to provide valuable insights and guidance to our clients. We have a proven track record of helping individuals and businesses achieve their financial goals and manage their assets.
Facts and Insights
WEILLER CAPITAL ADVISORS, LLC has been in the financial industry for over 15 years, offering a wide range of financial services to clients. Our team has a combined experience of over 50 years, making us a trusted and reliable source of financial expertise.
As of 2021, our firm has over $500 million in assets under management and a team of 10 advisors. We have helped numerous clients build and manage their wealth, providing them with financial security and stability for the future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2006 | 7 | $100 |
| 2011 | 8 | $200 |
| 2016 | 10 | $350 |
| 2021 | 10 | $500 |
Financial Services Offered
WEILLER CAPITAL ADVISORS, LLC offers a wide range of financial services to meet the diverse needs of our clients. Our services include:
- Retirement planning and management
- Investment management
- Estate planning and wealth transfer
- Tax planning and consultation
- Insurance planning
- Business planning and succession
Our team of experts works closely with clients to understand their unique financial situation and develop a comprehensive plan to achieve their goals and protect their wealth.
Client Types
WEILLER CAPITAL ADVISORS, LLC serves a wide range of clients, including individuals and businesses. Our clients include:
- High-net-worth individuals
- Small and mid-sized businesses
- Retirees
- Professionals, such as doctors, lawyers, and executives
- Non-profit organizations
We tailor our services to meet the specific needs of each client, ensuring that each individual or business receives the personalized attention and expert guidance they deserve.
Fees & Compensation
At WEILLER CAPITAL ADVISORS, LLC, we believe in transparency and fairness when it comes to fees and compensation. We provide our clients with a fee schedule and clearly outline our compensation structure, so they are fully informed and understand the cost of our services.
We offer a fee-based model, where our compensation is directly tied to the performance of our clients’ portfolios. This ensures that our interests are aligned with our clients’ and motivates us to help them achieve their financial goals.
Background
WEILLER CAPITAL ADV