Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Financial planning fees are either fixed (up to $10,000) or hourly (up to $250 per hour), and are negotiable. Retirement plan advisory fees range up to 1.00% and may be negotiable. The firm generally requires a minimum relationship size of $100,000, but this may be reduced or waived at the Adviser’s discretion.
Areas of Practice
Advisor Information
Office location
One River Center, 331 Newman Springs Road Suite 122, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent, dedicating minimal time to insurance sales and implementation of insurance recommendations. He is also involved with Hartshorne Group, LLC, WBI Investments, LLC, Millington Securities, LLC, and Maridea Wealth Management LLC as an owner, president, vice president, or investment advisor representative.