Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,000 to $10,000 and are negotiable based on the complexity of the plan. Asset management fees are generally a flat fee schedule up to a maximum of 1.5% per year of the net value of the client's managed accounts. Fees are negotiable and can be higher or lower based on the nature of the account, size, participation in the wrap program, and complexity of asset structures.
Areas of Practice
Advisor Information
Office location
400 Stokes Rd, Medford, NJ, 08055
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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
Samuel is a managing partner at Redwood Wealth Management Group, an RIA, dedicating full-time hours to this role. He also places term insurance life policies for clients through PKS Investments, spending minimal time on this activity, and owns CCDJ LLC, which owns the building Redwood occupies.