Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. Transaction fees may be paid by the client or the IAR. If the IAR pays transaction fees, a higher AUM fee (but not beyond the maximums) may be negotiated.
Fee Estimator
Fees for managed accounts are negotiated with the IAR, up to a maximum rate (see table). There is also a $125 annual account fee. Financial planning is offered at an hourly rate up to $300 per hour or a fixed rate, as negotiated with the IAR. If you choose a program sponsored by an outside sponsor available on Envestnet, your IAR will provide you with the program sponsor's Form ADV that will provide you with the fees and services provided by the program.
Areas of Practice
Advisor Information
Office location
Woodcliff Lake, NJ
Get directionsRegulatory History (1)
Employment Separation After Allegations
January 2017Other Business ActivitiesSells Insurance
Jesse works as an insurance agent, dedicating significantly more than full-time hours per month. He also operates under the DBA AW Forte Family Wealth and works as an Investment Advisor Representative (IAR), spending about 10-20% of his time on this.