Weber Asset Management, Inc
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Overview
Weber Asset Management, Inc is located at 1983 Marcus Ave, New Hyde Park, NY. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Weber Asset Management, Inc is not a registered broker-dealer.
Weber Asset Management, Inc oversees $473.1 million in assets under management across 726 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services and portfolio management for individuals and small businesses. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Weber Asset Management, Inc is asset-based. The firm has 143 high net worth clients.
Weber Asset Management, Inc is registered in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Weber Asset Management, Inc by the Numbers
$473.1 million
6
726
$651.7 thousand
Products and Services
Financial services offered by Weber Asset Management, Inc can include financial planning services and portfolio management for individuals and small businesses. In the prior fiscal year, Weber Asset Management, Inc provided 45621 of its accounts with financial planning services. The Company is involved in selling products or offering services other than investment advice to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on the services offered. Fees billed by Weber Asset Management, Inc typically consist of the following fee structure: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 2 clients, Weber Asset Management, Inc's biggest client group by number of accounts is high net worth investors, but it also caters to 143 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 41.09%
- Other Individuals - 58.91%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Weber Asset Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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