Broker Check

Weis Advisory LLC

We proudly present: Weis Advisory LLC

We are excited to introduce LPL Financial fee-based platform designed with you in mind.

  • Taxable or tax-advantaged models for various levels of risk tolerance
  • A simplified approach to monitoring your portfolio
  • A portfolio where your Advisor's success is linked to your success
  • Added flexibility for quicker response to ever-changing market conditions
  • No commission/No loads/Low transaction charges
  • Variety of investment options including mutual funds, CDs, bonds, REITs, stocks, and more

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than the commission alternate during periods of lower trading.