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Colin Hillberg

16 Years of Experience
Dover, MA

Colin Hillberg is a registered investment advisor at Weber Capital Management LLC, based in Dover, MA, with 16 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$40.1M average
Assets Under Management
$120.2M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Weber Capital Management typically charges an annual fee of 1.5% to 1.7% of the value of your portfolio. This fee is paid in advance in quarterly installments. WCM also typically receives a performance allocation or fee from the Funds, equal to 16.5%-20% of net profits.

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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Weber Capital Management LLC
June 2009 - Present · 16 yrs 11 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Colin Hillberg - Financial Advisor | TrueAdvisor