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Mike Weber

Blue Bell Private Wealth Management

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.

General Information

Firm Start Year

No.of Employees

5-9

CRD#

4970493

Firm CRD#

134184

Name of Custodial Firm

Charles Schwab & Co

States Licensed in

ALL

Years of Experience in Financial Services

15

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Retirement Planning, Retirement Planning, 401K Rollovers, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Money Management, Risk Management, Risk Management, Education Funding and Planning, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management, Portfolio Management, Financial Planning, Estate Planning & Trusts, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Advice & Consulting, Annuities, Insurance Planning, Tax Advice and Services

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, At my office, Our Offices, At your office, At your home, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an 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)

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Education

BS Economics - Economics

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