Michael Joseph Lamagna

Traphagen Financial Group

20 Years of Experience

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Firm Information

Traphagen Financial Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

14 advisors

Number of Clients

1,964 clients

Average Client Portfolio

$967K average

Assets Under Management

$1.9B

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:$150 - $475/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Advisor Information

Office location

Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ, 07311

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Regulatory History

Clean regulatory record

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.