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 $3.0M | 1.00% |
| $3.0M - $9.0M | 0.80% |
| $9.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees negotiable above $15,000,000
Fee Estimator
For investment management, fees are based on assets under management, ranging from 1.00% on the first $3 million to negotiable rates above $15 million. Laddered bond portfolios and held-away investment consultations are charged 0.30% on the first $5 million, decreasing to 0.20% above $10 million. Financial planning is offered at $500-$600 per hour or a fixed annual fee of $7,500 to $10,000, depending on complexity. The firm has a net investable asset minimum of $2,000,000, which may be waived. Fees are negotiable under certain conditions. Clients are also responsible for brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
100 Village Court, Suite 202, Hazlet, NJ, 07730
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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