Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
38 advisors
Number of Clients
221 clients
Average Client Portfolio
$845K average
Assets Under Management
$186.8M

Fee Structure

Minimum Investment:$50K
Hourly Rate:$300/hr

HJSCM charges an advisory fee based on assets under management, billed quarterly in advance unless billing in arrears is selected. The MPP has a minimum account balance of $50,000, but this may be waived. Fees are negotiable and typically range from 1.25% to 2.50% annually. Envestnet charges a $25 flat annual operational fee. Financial planning reports and analyses are billed at $300/hour with a 5-hour minimum, but this fee may be waived.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

331 Newman Springs Road, Building 2, Suite 312- 3rd Floor, Red Bank, NJ, 07701

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Eugene is an investment adviser representative of HJ Sims Capital Management, dedicating about 10% of his time to this role. He also spends about 10% of his time on insurance-related activities.

Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
February 2020 - Present · 5 yrs 11 mos
Herbert J. Sims & Co, INC.Broker
June 1998 - Present · 27 yrs 7 mos
Previous Registrations
Herbert J. Sims Capital Management, INC.
June 2008 - February 2020 · 11 yrs 8 mos
Kirlin Securities INC.Broker
March 1997 - May 1998 · 1 yr 2 mos
First Interregional Equity CORP.Broker
November 1995 - May 1997 · 1 yr 6 mos
Halpert and Company, INC.Broker
February 1994 - November 1995 · 1 yr 9 mos
State Registrations27 states
ALARAZCACOCTDCFLGAILINKYMAMDMONCNJNYOHPARISCTXVAVTWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eugene Michael Chyzowych - Financial Advisor | AdvisorDiscover