JF
CFA

James F Ferrare

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
736 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$500 - $15,000
Hourly Rate:$125 - $325/hr

Withum Wealth Management's annual investment advisory fee varies, generally between 0.50% and 1.25%, based on factors like assets under management and portfolio complexity. Fees are negotiable, and similarly situated clients may pay different fees. A $1,000,000 minimum asset level is generally required for investment advisory services. Stand-alone financial planning and consulting fees range from $500 to $15,000 on a fixed fee basis and from $125 to $325 on an hourly basis.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

47 Reckless Place, 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

James serves on the Boards for the Parker Family Foundation and Spring Point Senior Living, dedicating about 10% of his time. These activities are not investment-related.

Employment History
Current Registrations
Withum Wealth Management
September 2011 - Present · 14 yrs 4 mos
Pinnacle Associates, Ltd.
July 2002 - Present · 23 yrs 6 mos
State Registrations2 states
CTNJ
Advisor
Exams
No exam information available for this advisor.
James F Ferrare - Financial Advisor | AdvisorDiscover