“What are the advantages of joining Weber Asset Management?”

There are many reasons why clients across America have stayed with us for years. Here are the advantages most frequently cited by our clients

1. Jack Bowers, Our Acclaimed Investment Strategist.

The model portfolios in Jack Bowers’ Fidelity Monitor & Insight  newsletter have produced market-beating profits for more than 25 years. Even better, they have done so with less risk than the market (as represented by the Wilshire 5000 Index).

In fact, Fidelity Monitor  & Insight is ranked Number One for risk-adjusted return among all investment newsletters for the past 25 years. (Source: Hulbert Financial Digest. April, 2014. Past performance does not guarantee future results.)

“Why do you focus on Fidelity mutual funds?”

Some investment advisors try to watch over thousands of mutual funds. We think that’s a mistake. Much smarter, we strongly believe, is to focus all our attention on one fund family, and by knowing those funds inside and out, we can deliver better results to you.

We specialize in Fidelity mutual funds because …

1. With more than 200 no-load mutual funds, Fidelity provides us with a choice for every conceivable slice of the market.
2. They are not afraid to continually spend millions on leading-edge technology.
3. No firm spends more money, or dedicates more resources to stock and bond market research than Fidelity.
4. When it comes to hiring, Fidelity has a well-deserved reputation for a highly rigorous selection process, ruthlessly screening to find the brightest portfolio managers.

And because we know Fidelity so well, we can, in essence, give you the advantages of “insiders” while being completely independent. In other words, we owe nothing to Fidelity. Our only loyalty is to you.

“What is your minimum account size?”

We generally require a minimum of $200,000 to start an account. An “account” is defined as a separate investment entity. For example, if you have a personal account and an IRA account, those would be considered two separate accounts, and since they cannot be legally combined, each would be subject to the minimum $200,000 requirement.

In some cases, it may be possible for you to combine certain accounts, i.e. an IRA with an IRA Rollover account.

“I dont know you personally – how can I trust you with my money?”

You may not know us (although we encourage you to visit our office or call us with your questions) but you certainly know Fidelity Investments. Your account at Fidelity is in your name and always under your control. We never have access to your money – we are merely authorized to trade mutual funds for you in your account.

“What do you charge for your services?”

First, recognize that one of the biggest benefits of investing with a fee-based advisor is that you never pay a commission. That means you never need worry about the conflict-of-interest often found when dealing with other types of financial professionals.

Instead, we use an asset-based fee. This approach aligns our interests with yours; we want your account to rise, just like you do.

Your assets in typical diversified mutual funds will be billed as follows:

1.2% for the first $100,000,

1.0% for the next $400,000,

0.8% for the next $500,000,

0.7% for all assets over $1,000,000.

For assets in Fidelity Select funds:

A flat rate of 1.3%.

Fees for our management services are billed quarterly in advance. (This fee schedule does not apply to our 401(k) plan program.)

“What are Fidelitys fees?”