Weber Asset Management, Inc.

Weber Asset Management, Inc. is a Registered Investment Advisor established in 1992 and located in Lake Success, New York. Specializing in investing client assets primarily in Fidelity mutual funds, the firm operates under the leadership of President Ken Weber. Weber Asset Management offers custom-crafted portfolios for individual and corporate clients, following a fiduciary standard to act in the client's best interest. Clients have the option to grant limited trading authorization to the firm, which allows Weber Asset Management to trade on their behalf. The firm's investment philosophy focuses on utilizing Fidelity no-load mutual funds, with occasional use of other mutual funds or ETFs to achieve targeted risk objectives. For fees, Weber Asset Management charges an annual management fee based on a tiered scale, with negotiable options available. Clients can choose to pay fees via check or have them deducted from their accounts. The firm provides financial planning services at no additional cost to current clients. Clients receive regular performance reports and have access to an online client portal for account monitoring. The firm's investment strategies involve market and fund analysis outsourced to Independent Fidelity Investors, Inc., led by Chief Investment Strategist Jack Bowers. Weber Asset Management does not engage in performance-based fees, has no disciplinary history, and maintains a transparent fee structure and investment discretion policy. Clients are required to have a minimum investment of $200,000 per account, with exceptions considered on a case-by-case basis. The firm's staff members have strong educational backgrounds and extensive experience in the financial industry, ensuring clients receive professional and ethical advisory services.