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 | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Financial planning fees are either $350 per hour or a fixed fee between $1,000 and $10,000, depending on the complexity. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Actual investment management fees may be negotiable. The firm does not state a minimum annual fee or a minimum investment amount.
Areas of Practice
Advisor Information
Office location
106 Main Street, Suite D, Matawan, NJ, 07747
Get directionsRegulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Joseph is an advisor at Grantvest Financial Group, LLC, focusing on financial planning primarily with ETFs and equities, dedicating about 10-20% of his time. He also works with JBT Benefits Group, a DBA for supplemental insurance benefits, spending a few hours per week, and FED RP, LLC, a marketing service for GrantVest Financial Group, spending minimal time.