Ken Weber

Ken Weber

Ken is a Financial Advisor who helps clients manage investments, rebalance their portfolio and determine optimal asset allocation.

  • About Ken
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Advisor Details

Contact Advisor
Company
President at Weber Asset Management
Address
1983 Marcus Avenue #221
Lake Success NY, 11042
Phone
(800) 438-3863
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About Ken

We're a boutique investment advisor firm specializing in custom-crafted portfolios of Fidelity mutual funds.

Over the course of more than two decades in the financial services industry, Ken Weber has become one of the premier mutual fund experts in the United States. Ken is a New York native who earned his Bachelor’s degree from Hofstra University, and his Master’s degree from Brooklyn College of the City University of New York. He is a founding member of Fidelity Investments’ RIA Advisor Council, and he is a member of the National Association of Active Investment Managers and the Financial Planning Association.

Ken is...

Education

  • Masters, Business, Brooklyn College of the City University of New York

Certifications

Registrations

Typical Clients & Fee Structure

Typical Clients

People near retirement
Business Owners
Executives

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

Weber Asset Management is not affiliated with Fidelity Investments.