Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment supervisory services, model portfolio management, and pension consulting typically range from 0.25% to 2.95% of assets under management, and are negotiable between the client and their IAR. Portfolio Management Services and Pension Consulting Services may also be charged as a fixed fee, negotiated on a case-by-case basis. Financial planning fees range from $50 to $800 per hour or are charged on a fixed fee basis. Consulting fees will have an annual rate not to exceed 2.50% of plan assets or a fixed fee between $1,000 and $15,000.
Areas of Practice
Advisor Information
Office location
700 Merrick Road, Lynbrook, NY, 11563
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.
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Alan is the owner/operator of Weingarten Financial Funding, providing pre-settlement funding of lawsuits, dedicating about a quarter of his time. He also works as an investment advisor for Comprehensive Capital Management, spending a few hours per week on this role.