Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
WEINBERGER ASSET MANAGEMENT, INC. has been in business for over 20 years, providing expert financial advice to clients. As of 2021, the firm manages over $500 million in assets and has a team of 10 experienced advisors. Their long-standing success in the financial industry is a testament to their expertise and dedication to their clients’ financial well-being.
Furthermore, WEINBERGER ASSET MANAGEMENT, INC. has consistently maintained a high level of assets under management, indicating their ability to produce strong returns for their clients and effectively manage their portfolios.
| Year | Assets Under Management ($) | Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $490 million | 8 |
| 2018 | $470 million | 7 |
Financial Services Offered
WEINBERGER ASSET MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and risk management. Their team of experienced advisors utilizes a variety of investment strategies to create customized plans tailored to each client’s unique financial needs and goals.
Client Types
The firm serves a diverse range of clients, including individuals, families, businesses, and institutions. Their clients come from various industries, professions, and backgrounds, showcasing their ability to cater to the financial needs of a diverse clientele.
Fees & Compensation
WEINBERGER ASSET MANAGEMENT, INC. operates on a fee-only basis, meaning they receive compensation directly from their clients instead of receiving commissions from the sale of financial products. This fee structure ensures that their clients’ best interests are always the top priority and eliminates any potential conflicts of interest.
The firm’s fees are based on a percentage of the assets under management, allowing clients to pay for the services they receive and avoid any hidden or excessive fees.
Background
WEINBERGER ASSET MANAGEMENT, INC. was founded in 2001 by John Weinberger, an experienced financial advisor with over 30 years of experience in the industry. The firm’s mission is to provide personalized financial guidance and exceptional service to help clients achieve their financial goals.
The team at WEINBERGER ASSET MANAGEMENT, INC. is comprised of highly qualified professionals with backgrounds in finance, accounting, and other related fields. They continuously educate themselves on the latest industry trends and strategies to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any disclosures that may impact the client-advisor relationship. WEINBERGER ASSET MANAGEMENT, INC. has a clean record with no disclosures reported in the past 10 years, demonstrating their commitment to transparency and ethical practices.