Weber Asset Management (WAM) is an investment management firm that invests for individual and corporate clients in custom portfolios using primarily Fidelity no-load mutual funds. WAM also offers financial planning services to current clients at no additional cost to help them reach their financial goals. WAM has discretionary authority to trade on behalf of its clients and acts in the client's best interest.
Assets Under Management$580M
Clients344
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$580M
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
—
Loading...