Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1680 Route 23, Suite 210, Wayne, NJ, 07470
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
Gary is Of Counsel at Sobel & Co, where he performs tax preparation, accounting, and tax planning. This takes about half of his time and is not investment related.