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Mike Weber

470 Norristown Road
Suite #305

Blue Bell, PA 19422

484-221-5408

"Independence you can TRUST"

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.

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General Information

Firm Start Year

2005

No. of Employees

10-19

CRD#

4970493

Firm CRD#

134184

Name of Custodial Firm

Charles Schwab & Co

States Licensed in

ALL

Years of Experience in Financial Services

17

Work with the following types of clients

Families, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Services

Investment Types

Alternative Investments, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Commodities

Can meet clients in the following ways

Your Home, Our Office, Your Office, Phone, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 65

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

400+

Assets Managed by Firm

$550,000,000+

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Education

BS Economics - Economics

Pennsylvania State University
06/01/2001 - 06/01/2005

Disclosures

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Additional Detailed Disclosures

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