How does the Advisor Help Clients – Key Takeaways:
WEBER ASSET MANAGEMENT, INC. is a financial advisory firm that provides expert financial advice and management to clients. With a team of experienced professionals, WEBER ASSET MANAGEMENT, INC. helps clients achieve their financial goals and grow their wealth.
Facts and Insights
The advisory firm was founded in 2005, and has been in business for over 15 years. Over the years, they have managed to build a strong and reputable brand in the financial industry, with a focus on providing top-notch services to their clients.
According to publicly available data, WEBER ASSET MANAGEMENT, INC. has over $1 billion in assets under management, with a team of 20 advisors. This shows that the firm has an established track record of effectively managing and growing client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20 | Over 15 years |
Financial Services Offered
WEBER ASSET MANAGEMENT, INC. offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They also provide customized and personalized financial plans to meet the individual needs of their clients.
Client Types
The firm caters to a diverse client base, including high-net-worth individuals, families, and businesses. They work closely with each client to understand their unique financial goals and create a tailored plan to achieve them.
Fees & Compensation
WEBER ASSET MANAGEMENT, INC. follows a fee-based compensation structure, where they charge a percentage of the assets under management as their fees. This aligns their interests with those of their clients, as their compensation is directly tied to the performance of the client’s portfolio.
Background
The team at WEBER ASSET MANAGEMENT, INC. is made up of highly experienced and skilled professionals, including Chartered Financial Analysts (CFA) and Certified Financial Planners (CFP). They bring a wealth of knowledge and expertise to the table, providing top-notch financial advice and management to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, WEBER ASSET MANAGEMENT, INC. is legally required to disclose any potential conflicts of interest or disciplinary actions. Clients can review these disclosures on the Securities and Exchange Commission’s website or by requesting a copy from the firm.