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Smarter Portfolios. Zero Advisory Fees. Professional management — with no cost to you.

You won’t pay me or the platform anything. Just the low internal fund expenses built into the portfolio — and nothing else.

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What This Is

What This Is

We’ve partnered with Symbil, an investment platform powered by Ladenburg Thalmann Asset Management — a respected institutional investment firm — to bring a low-cost, high-quality investing solution to people who want smart portfolios with none of the usual advisory fees.

You’ll get:

A personalized investment strategy ◆  Ongoing portfolio management by real professionals ◆  24/7 access to your dashboard

No advisory or platform fees ◆ Guidance from me when you need it

This is investing the way it should be — accessible, transparent, and aligned with your goals.

Is This Right for You?

This solution is designed for:

  • Fee Conscious investors looking for professional management
  • First-time or early-stage investors
  • Great for people with at least $500 to invest, up to $1 million
  • Professionals too busy to manage it themselves
  • Long-term savers who want real guidance, not gambling

Whether you're starting with a lump sum, setting up recurring contributions, or both — this platform is built to help you grow efficiently and stay on track.

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What You Get

◆ $0 in advisory fees   ◆ $0 in platform or custodial fees   ◆ Actively managed portfolios (not static robo models)   ◆ Low internal fund expenses only  

◆ Minimum: $500 to get started   ◆ Set up lump sum or recurring contributions   ◆ Automatic rebalancing + reinvestment  

◆ Goal-based customization (retirement, savings, college, etc.)  ◆ Fiduciary oversight and support from me — when and if you need it

How It Works

Answer a few simple questions about your goals and comfort with risk

 Get matched with a tailored investment portfolio 

Fund it with a lump sum, recurring plan, or both

Let the professionals manage it, while you track progress anytime

From Nick

From Nick

As a fiduciary advisor and lifelong student of behavioral finance, I believe investing should be accessible, research-backed, and designed to help you avoid the emotional traps that derail most portfolios.

That’s why I offer this no-advisory-fee solution.

You deserve real investing help — not hot stock tips or confusing jargon.

I’m not here to sell you anything. I’m here to help you start investing the right way — with smart portfolios, minimal costs, and no nonsense.

Let’s get your money working. Starting today. — Nick Weber, CFP®, CPWA®, AIF®, CEPA®, CRPS®

  • You won’t pay any advisory, custodial, or platform fees. The only cost is the low internal expense of the mutual funds within the portfolio.
  • $500. You can invest a lump sum, set up recurring contributions, or both.
  • Yes—while the platform is fully digital, I’m available to help if questions arise or you want to make changes.
  • Absolutely. There are no lockups or penalties. You’re in control.

Ready To Get Started?
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