Frequently Asked Questions

What separates you from other financial advisors?

Weigel Fiduciary Asset Management offers a distinct combination of expertise, knowledge and transparency. We build customized portfolios for each client along with a financial plan. Further, we are a fee-only financial advisor receiving no commissions nor compensation from any investment products.

What is a Fee-Only Financial Advisor?

Fee-only financial service firms are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.

Where are my investments held?

Client assets are held in custody with Charles Schwab & Co., Inc. We are only authorized to make transactions on your behalf in managing your account. Accounts are always viewable online along with monthly statements.

How do I transfer assets to Weigel Fiduciary Asset Management from another advisor?

Just provide us with a most recent statement from that advisor. We'll set up your new account and transfer the assets.