Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.
Areas of Practice
Advisor Information
Office location
901 Route 168 Suite 208, Turnersville, NJ, 08012
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
Jack is a licensed life insurance agent since 2008 and owns Carini Financial, where he works as an independent contractor focusing on insurance and investment planning, spending nearly full-time on this activity. He also co-owns Carini Associates Inc., a real estate holding S-corp, dedicating minimal time to it.