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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
For asset management, fees are based on a percentage of assets under management, billed monthly in arrears. For example, a client with $750,000 under management would pay $6,750 annually. Comprehensive financial planning fees range from $1,500 to $5,500, while modular financial planning fees range from $250 to $1,250 per project. Fees may be negotiable based on various criteria.
Areas of Practice
Advisor Information
Office location
1460 Us Hwy 9 North, Suite 210A, Woodbridge, NJ, 07095
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
Denny is an owner and independent insurance agent at All Access Brokerage LLC, focusing on Medicare plans, employee benefits, and healthcare plans. Denny also spends minimal time as an author and seller of financial books.