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Mike Weber

Blue Bell Private Wealth Management

470 Norristown Road
Suite #305

location-iconBlue Bell, PA 19422

call-icon610-825-3540

"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, founded over 20 years ago, and has an experienced team of investment advisors. 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.

See Disclosures

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

Businesses, Individual Investors, Families, Non-Profit Organizations

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

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

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

600+

Assets Managed by Firm

$670,000,000+

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Flat Fee

Education

BS Economics - Economics

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

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1885437/retirementplanning-Blue-Bell-Private-Wealth-Management-detailed-disclosure.html

Disclaimer

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