Weber Capital Management (WCM) invests in microcap companies with market capitalizations less than $500 million. WCM focuses on companies that were often venture-capital backed and are trading below their IPO prices. WCM provides investment advice and management to investment limited partnerships. WCM generally holds a limited power of attorney to act on a discretionary basis with client funds.
Assets Under Management$120M
Clients3
Advisors1
Avg. per Client$40M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Weber Capital Management typically charges an annual fee of 1.5% to 1.7% of the value of your portfolio. This fee is paid in advance in quarterly installments. WCM also typically receives a performance allocation or fee from the Funds, equal to 16.5%-20% of net profits.
Loading...