Weyhill Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,080,325
Total clients
70
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$501,148
Client services
Fee options
Financial planning and project-based consulting services offered on a negotiable, stand-alone separate fee basis; specific flat fee amounts not stated.
$0 - $200,000: 1.25% $200,000 - $750,000: 1.00% $750,000 - $2,500,000: 0.80% $2,500,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Financial planning and consulting services offered on a negotiable, stand-alone separate fee basis; specific hourly rates not stated.
Account minimum: $0 for Accumulator Program; $100,000 for Real-Life Portfolios Program; $500,000 for Integrated Wealth Management Services Program Fee-only: Weyhill is a fee-only Registered Investment Advisor; no commissions are accepted.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Weyhill Investment Counsel, LLC
Bethlehem PA, United States
Number of offices
1
Forms ADV
Quick links
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