Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment and wealth management, there's a $500,000 minimum account balance, which can be negotiated or waived. The maximum annual fee is 1.95%, billed quarterly in advance. Financial planning fees are waived for investment management clients. Stand-alone financial planning ranges from $3,500 to $15,000 on a fixed fee basis or $300 to $750 hourly, depending on scope and complexity. Clients also incur transaction fees charged by their custodian.
Areas of Practice
Advisor Information
Office location
23 Royal Road, Suite 101, Flemington, NJ, 08822
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 ActivitiesSells Insurance
Steven is a wealth advisor at Alliance Wealth Management, dedicating full-time hours to this role. He also solicits fixed insurance and annuities through PKS Financial and is a partner in Alliance Accounting Group, LLC, spending minimal time on the latter. Finally, Steven advises companies on business growth through Alliance Worldwide, LLC, spending a few hours per week on this activity.