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Weber Fulton & Felman Investment Counsel, LLC (Pepper Pike)


Weber Fulton & Felman Investment Counsel, LLC is a large advisory firm based in Pepper Pike. It manages $822.06 million of regulatory assets for 1,011 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Illinois, Indiana, and 14 other states.

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Weber Fulton & Felman Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weber Fulton & Felman Investment Counsel: assets under management

The assets under management (AUM) of Weber Fulton & Felman Investment Counsel, LLC is $822.06 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $789.66 million in discretionary accounts and $32.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $812.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $830.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weber Fulton & Felman Investment Counsel, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pepper Pike

The principal office where Weber Fulton & Felman Investment Counsel, LLC performs its advisory services is located at 30195 Chagrin Blvd, Pepper Pike, OH 44124, which is also the mailing address of the firm. An additional office of the firm is in Columbus, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-464-4244 or by fax 216-464-4246. The normal business hours are 8:30 am to 4:45 pm on Monday - Friday. You can find more information about the New York firm at www.weberfulton.com.


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