Weikart Advisory Services LLC
Weikart Advisory Services LLC (CRD# 152279) is a financial advisory firm headquartered in , . They manage $1,330,340 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$88,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
William Weikart (CRD# 2070701) is an Investment Advisor Representative working at Weikart Advisory Services LLC in Camas, WA and has over 25 years of experience in the finance industry.