Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual advisory fee charged will be 2.00%. Fees are negotiable and will be specified in the client agreement. Fees are deducted quarterly in advance. Clients may also pay custodial fees and other expenses not included in the wrap fee. The firm requires a minimum household balance of $500,000 for the Wrap Asset Management service, but this may be waived.
Areas of Practice
Advisor Information
Office location
1 Harding Road, Suite 206, Red Bank, NJ, 07701
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
Jonathan is a life insurance producer since 2015, dedicating about a quarter of his time to advising clients and selling insurance products. He also owns a 99% partnership in Bernstein & Bernstein CPA's, LLP, providing accounting and tax services, and works as an IAR for RoundAngle Advisors LLC, spending nearly full-time as a financial advisor.