Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the size of the client relationship, complexity of investment strategies, service intensity, and other factors. Fees are generally based on a percentage of assets under management. Stand-alone financial planning services are offered on an hourly basis (up to $350/hour) or a fixed fee basis, negotiated based on the expected hours. Fees may be included in an overall investment management relationship. Clients are responsible for fees charged by financial institutions.
Areas of Practice
Advisor Information
Office location
1 Mill Ridge Lane, Suite 100B, Chester, NJ, 07930
Get directionsRegulatory History (2)
Customer Dispute
April 2013Customer Dispute
February 2003Other Business ActivitiesSells Insurance
John is an author since 2018. He also works with Tempewicke Wealth Management LLC selling non-variable insurance, dedicating a few hours per week. Furthermore, John provides investment advisory services through Paradigm Wealth Advisory, LLC, spending nearly full-time on this activity.