Christopher Weil & Co Inc
San Diego, California
Christopher Weil & Co Inc is a reputable investment advisory firm headquartered in San Diego, CA, with one office serving clients locally and beyond. With a dedicated team of 26 professionals, including 9 experienced investment advisors, they offer personalized financial guidance to individuals, families, and businesses. With an average of approximately $123,020,000 in assets under management per investment advisor, Christopher Weil & Co Inc demonstrates solid expertise in managing clients' portfolios. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees,...
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Assets Under Mgmt

$1.11B

Investment Professionals

9

Locations

0

% 401K & Individual

22%

% Discretionary

4%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
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