Michael Weber
Michael Weber is a registered investment advisor at Research & Portfolio Management, based in Crescent Springs, KY, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Location
634 Buttermilk Pike, Crescent Springs, KY, 41017-1302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Research & Portfolio Management
Previous Registrations
American Equity Investment CorporationBroker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Everen Securities, INC.Broker
Prescott, Ball & Turben, INC.Broker
Ross, Sinclaire & Associates, INC.Broker
Merit Financial CorporationBroker
Prescott, Ball & Turben, INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.