Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual wrap program fee is negotiable, up to 1.50%, based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may pay different fees based on these factors. Clients maintaining a retirement account with NFS are charged an additional $35.00 to $40.00 per year. Financial planning and consulting fees range from $2,000 to $15,000 on a fixed fee basis, or $150 to $300 hourly. Retirement consulting fees range from 0.10% to 1.00% of plan assets.
Areas of Practice
Advisor Information
Office location
350 Route 46, Mine Hill, NJ, 07803
Get directionsRegulatory History (4)
Regulatory
October 2016Employment Separation After Allegations
November 2015Customer Dispute
April 2009Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Michael is the owner of Precision Financial Services Inc., a non-variable fixed insurance business, since 1998. He also owns BV Realty LLC, a real estate rental business, and spends minimal time on it, and is a member of Northfield Development, a real estate development company, spending about 5% of his time on it.