Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
56 clients
Average Client Portfolio
$731K average
Assets Under Management
$40.9M

Fee Structure

Minimum Investment:$10K
Hourly Rate:$150/hr

Investment management fees are based on the investment strategy/platform used and the amount due to the investment advisor representative. The total fee ranges from 1.25% to 2.50% annually. Financial planning is billed hourly at $150.00 per hour, with a one-hour minimum. Fees may be negotiable in certain circumstances. The firm may recommend third-party advisors for services outside their expertise.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2 Bridge Ave, Suite 241, Red Bank, NJ, 07701

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Regulatory History
Clean regulatory record

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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Other Business Activities

Gary is an investment advisor representative at Network 1 Financial Advisors, dedicating minimal time to portfolio management. He also owns the domain setupsandbreakouts.com, but the website is currently inactive and requires no time commitment.

Employment History
Current Registrations
Network 1 Financial Advisors INC.
March 2003 - Present · 22 yrs 10 mos
Network 1 Financial Securities INC.Broker
March 1999 - Present · 26 yrs 10 mos
Network 1 Financial Securities INC.
March 1999 - Present · 26 yrs 10 mos
Previous Registrations
Continental Broker-Dealer CORP.Broker
September 1995 - April 1999 · 3 yrs 7 mos
Network 1 Financial Securities INC.Broker
August 1988 - February 1996 · 7 yrs 6 mos
Network 1 Financial Securities INC.Broker
August 1988 - February 1990 · 1 yr 6 mos
Jonathan Alan & Co., INC.Broker
March 1988 - August 1988 · 5 mos
Equitable Securities of New York,inc.Broker
July 1987 - March 1988 · 8 mos
Sherwood Capital, INC.Broker
February 1987 - July 1987 · 5 mos
First Jersey Securities, INC.Broker
August 1984 - January 1987 · 2 yrs 5 mos
State Registrations7 states
DEGANCNJNYPAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gary Steven Kurtzman - Financial Advisor | AdvisorDiscover