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.
| 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.