Advisor at Weaver Capital Management, LLC
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Firm
Weaver Capital Management, LLC
Location
Suwanee, GA 30024
Credentials
CFP®, Series 63
Industry experience
29 years
Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.
Based on Weaver Capital Management, LLC
Based on Weaver Capital Management, LLC
Based on Weaver Capital Management, LLC
Separate fee may be charged for extensive financial planning, agreed upon in advance
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $2,500,000 Minimum fee: $10,000 annual minimum fee for Investment Management Services Fee-only: Fee-only business model, compensated based on a percentage of assets under management
5400 Laurel Springs Parkway, Suite 303
Suwanee, GA 30024
Georgia · Texas
Weaver Capital Management, LLC
2005 - Present (21 years)
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