Jennifer Weber is a CFP-designated registered investment advisor at Weber Asset Management, INC., based in Lake Success, NY, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 405 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable. Family account values may be combined to reach lower fee tiers.
Fee Estimator
Location
3000 Marcus Ave, Suite 3E10, Lake Success, NY, 11042
Get directionsHistory
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
Weber Asset Management, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Goldman, Sachs & CO.Broker
State Registrations3 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.
Exams
More Advisors
- James Demeo, ChFCShulman Demeo Asset Management, LLC
- Klaudian Molosiu, CFACaptrust
- Jeffrey Thurm, CFA
- Veronica Karas, CFPCaptrust
- Fred Sloan, CFACaptrust
- Michael Lenzo, CFPCaptrust