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 | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
PMP Program Fees for Equity and Balanced Strategies. Program Fees may be negotiated under certain circumstances.
Fee Estimator
The firm offers several programs with different fee structures. The Portfolio Management Program (PMP) and Asset Advisor programs have fees based on asset levels, as shown in the tables. The Personalized UMA program charges an advisory fee of 2.00% plus a manager fee ranging from 0.0% to 0.50%. Minimum account sizes vary by program: generally $50,000 for PMP, $100,000 for Personalized UMA (equity and balanced strategies), and $1,000,000 for Personalized UMA (fixed income strategies). A separate financial plan is offered at no cost upon request.
Areas of Practice
Advisor Information
Office location
2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054
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