Weisert Investment Services, Inc.

Overview

Weisert Investment Services, Inc. operates as an independent registered investment adviser organized as a corporation with individual ownership. The firm focuses on serving individual and family clients, offering fee models that include a percentage of assets under management as well as hourly and subscription arrangements. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, supplemented by investor education through seminars and newsletters and by providing market timing services. The firm is not positioned as a multi-state adviser or pension consultant, it does not identify as an active ESG investor, and it does not report affiliation with a related adviser or a role as a capital allocator.

Assets & Accounts

Investments & Alternatives