Weber Asset Management, INC.
Assets Under Management
$582.9M
Number of Clients
344
Number of Advisors
N/A
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Weber Asset Management (WAM) is an investment management firm that invests for individual and corporate clients in custom portfolios using Fidelity mutual funds. WAM acts in the client's best interest and has discretionary authority to trade on their behalf. WAM also offers financial planning services to current clients at no additional cost to assist them in reaching their financial goals.
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement Planning
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Location
1983 Marcus Ave, Suite 221, Lake Success, NY, 11042
0 Advisors at this firm
No advisors found for this firm.