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)
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.
| 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.
1983 Marcus Ave, Suite 221, Lake Success, NY, 11042