CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
1 advisor
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
154 clients
Average Client Portfolio
$974K average
Assets Under Management
$150.0M
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.25% |
Fees may vary depending upon various objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$3,000
Financial Plan Fee:$5,000 - $25,000
Hourly Rate:$350/hr
The annual investment advisory fee is based on a percentage of assets under management, ranging from 0.25% to 1.00%. Financial planning and consulting fees are negotiable, generally $350 per hour or between $5,000 and $25,000 on a fixed fee basis. The firm generally requires a minimum asset level of $300,000, which computes to a minimum annual fee of $3,000.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
Somerset, NJ
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John Christopher MoynihanRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Waterstone Wealth Advisors, LLC
April 2006 - Present · 19 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2002 - April 2006 · 3 yrs 9 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.