MZ
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
56 clients
Average Client Portfolio
$731K average
Assets Under Management
$40.9M
Fee Structure
Minimum Investment:$10K
Hourly Rate:$150/hr
Investment management fees are based on the investment strategy/platform used and the amount due to the investment advisor representative. The total fee ranges from 1.25% to 2.50% annually. Financial planning is billed hourly at $150.00 per hour, with a one-hour minimum. Fees may be negotiable in certain circumstances. The firm may recommend third-party advisors for services outside their expertise.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
2 Bridge Ave, Bldg 2 - 4 Fl, Red Bank, NJ, 07701
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013Settled
Other Business ActivitiesSells Insurance
Miguel is a money manager for a proprietary trading strategy, dedicating about a quarter of his time to this activity. He also sells and services life, health, and variable products, spends minimal time on business consulting, and sells vision and Medicare insurance.
Employment History
Current Registrations
Network 1 Financial Advisors INC.
March 2003 - Present · 22 yrs 10 mos
Network 1 Financial Securities INC.Broker
January 1998 - Present · 28 yrs
State Registrations12 states
CADEFLGAMDNJNYPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.