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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 344 clients with $580M 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% |
Management fees can be negotiated in some cases.
Fee Estimator
Location
3000 Marcus Ave, Suite 3E10, Lake Success, NY, 11042
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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
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.