CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
5 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
318 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$503.8M
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$2,000
Wealth Management fees range from 0.15% to 1.00% annually based on assets under management. Investment Management and ERISA Fiduciary Investment Management fees range from 0.15% to 0.80% annually. The firm bills quarterly in advance, with pro-rata refunds if canceled. A flat fee may be charged for certain clients until their assets reach a particular level. The "Before and Beyond Divorce" education service costs $2,000.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersDivorce Planning
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Advisor Information
Office location
44 St Route 23 North, Suite 11, Riverdale, NJ, 07457
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Reed Charles FraasaRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2006Denied
Employment History
Current Registrations
Highland Financial Advisors, LLC
April 2006 - Present · 19 yrs 9 mos
Previous Registrations
Tyras, Fraasa & Associates, LLC
November 2004 - June 2005 · 7 mos
New England Securities Corporation
June 2002 - April 2003 · 10 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
When Reed is not helping clients of the firm reach their goals, he lives his goals enjoying travel, surfing, snowboarding, skateboarding, and tennis with his family. He lives in Kinnelon with his wife Dana, their five children and their dog Bandit.