Weil Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weil Associates, Inc. provides investment supervisory services, individual portfolio management (on both a discretionary and non-discretionary basis) and consulting to a small client base, managing roughly $23.5 million for about a dozen clients. Its client types include individuals (both non‑high‑net‑worth and high‑net‑worth), charitable organizations, and various businesses.
The firm develops client-specific investment policies through personal discussions to establish objectives, time horizons, risk tolerance and liquidity needs, then implements those policies using a mix of fundamental, quantitative and qualitative analysis. Portfolios are monitored continuously with periodic reviews (monthly for some managed accounts and at least quarterly for others), and the firm employs a range of strategies including long and short positions, options, margin and hedging techniques when appropriate.
Distinctive features include operating as a solo practitioner who also provides consulting on an hourly or fixed‑fee basis in addition to charging asset‑based (percentage‑of‑AUM) fees, and serving charitable organization clients and other institutional‑type entities alongside individual clients. The firm does not act as a private fund adviser, its principal is active in a small charitable foundation, and clients retain proxy‑voting responsibility rather than having votes cast by the adviser.
Client services
Expertise
Fee options
Consulting services fixed fees typically ranging from $500 to $1,000
$100,000 - $500,000: 2.20% (Equity Based Accounts) $500,000 - $1,000,000: 1.80% (Equity Based Accounts) $1,000,000 - $5,000,000: 1.40% (Equity Based Accounts) $5,000,000 - $10,000,000: 1.00% (Equity Based Accounts) $10,000,000+: 0.80% (Equity Based Accounts) $100,000 - $500,000: 1.25% (Fixed Income Accounts) $500,000 - $1,000,000: 1.10% (Fixed Income Accounts) $1,000,000 - $5,000,000: 1.00% (Fixed Income Accounts) $5,000,000 - $10,000,000: 0.85% (Fixed Income Accounts) $10,000,000+: 0.70% (Fixed Income Accounts)
$175 to $250 per hour for consulting services
Account minimum: $250,000 Minimum fee: Account set-up fee of $500 payable in advance Fee-only: Consulting services fees charged hourly at $175 to $250 per hour; fixed fees typically range from $500 to $1,000
Main office
Cottonwood CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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