Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are detailed in the Wrap Fee Program Brochure. Financial planning and consulting are charged hourly (up to $500/hour) or flat fee (up to $10,000), based on complexity. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00%) or a flat fee (up to $100,000) if the client has $2,500,000 or greater in AUM with the firm. Clients may also be subject to fees imposed by the DAF sponsor or Schwab for trustee services.
Areas of Practice
Advisor Information
Office location
Boca Raton, FL
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 Activities
Jay provides accounting and tax services through Jay H Freeberg CPA/Onyx Financial Services, dedicating about 10-20% of his time. He also works as a Fractional CFO for Oncology Ventures, spending a few hours per week on this investment-related activity.