Michael Weber
Michael Weber is a registered investment advisor at Research & Portfolio Management, based in Crescent Springs, KY, with 16 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, Retirement Planning. Their firm serves 259 clients with $160M 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% |
The annual portfolio management fee is negotiable and will not exceed 1.5%. Raymond James separately managed accounts incur additional program fees of 0.50% to 0.55%.
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
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.
Exams
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