Andrei Weber is a registered investment advisor at Umb Financial Services, INC., based in Allentown, PA, with 14 years of industry experience. Andrei is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees may be negotiable based on the client's total relationship with the firm. Fixed Income Program fees will not exceed 1.00%.
Fee Estimator
Location
Allentown, PA
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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 →Other Business Activities
Andrei owns real estate and a business, Plalm 92, LLC, and is self-employed selling honey. He also handles client development and covers daily operations at Capstone Asset Management when needed, dedicating a few hours per week to this.
Employment History
Current Registrations
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Umb Financial Services, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
Sws Financial Services, INC.Broker
State Registrations1 state
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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