Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.
90 East Halsey Road Ste. 353, Parsippany, NJ, 07054
Get directionsAlan is the owner and sole member of Sequoia Financial Strategies, LLC, dedicating minimal time to filing reports and managing the business checking account. He also serves as Treasurer for Knights of Columbus Council 3359, a charitable organization, spending minimal time managing their finances and investments.