Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CyborgWealth charges fees for financial planning services, ranging from $5,000 to $25,000 on a fixed fee basis or $250 to $500 on an hourly basis. Fees for financial analysis of specific planning topics range from $500 to $5,000 on a fixed fee basis or $150 to $500 per hour. Clients contracting for ongoing wealth management services must typically have at least $10 million in investment assets. Fees charged by third party investment advisers, including WBI, are in addition to fees charged for wealth management and financial administration services.
Areas of Practice
Advisor Information
Office location
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ, 07701
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Donald is the CEO of WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc., all SEC registered investment advisors. He also holds various leadership positions in other companies related to software development, financial services, transportation, and estate planning.