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 $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
The annual investment advisory fee is negotiable and based on a percentage of the market value of assets under management. Financial planning fees are based on hourly rates of $150 to $475 per hour, depending on personnel involved. A 50% deposit is required at the beginning of the plan, with the balance due 48 hours from completion. All fees are subject to negotiation.
Areas of Practice
Advisor Information
Office location
234 Kinderkamack Road, Oradell, NJ, 07649
Get directionsRegulatory History
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 →Other Business Activities
V is a CPA and owner/partner at Traphagen & Traphagen CPAs. This requires about 10-20% of V's time overall, with a portion of that time during trading hours.