Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual wrap program fee is negotiable, up to 1.50%, based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may pay different fees based on these factors. Clients maintaining a retirement account with NFS are charged an additional $35.00 to $40.00 per year. Financial planning and consulting fees range from $2,000 to $15,000 on a fixed fee basis, or $150 to $300 hourly. Retirement consulting fees range from 0.10% to 1.00% of plan assets.
Areas of Practice
Advisor Information
Office location
350 Us Highway 46, Mine Hill, NJ, 07803
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 ActivitiesSells Insurance
David is the owner of Precision Financial Services Inc., a fixed insurance DBA, and BV Realty LLC, a real estate rental business since 2015. He spends minimal time on the real estate business.