Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth offers various advisory programs with different fee structures. The PPS Custom Program (Transactions) assesses transaction charges for the purchase and sale of certain securities. The PPS Custom Program (Platform) assesses a quarterly platform fee that is asset-based rather than dependent on the volume of transactions to cover purchase and sale transactions and annual maintenance fee costs. Advisors may elect to pay the platform fee on a client’s behalf. Commonwealth also receives revenue-sharing payments from NFS based on client assets held by Commonwealth with NFS in non-Fidelity NTF and iNTF funds that participate in Fidelity’s NTF and iNTF programs and non-Fidelity TF funds that participate in Fidelity’s TF program.
Areas of Practice
Advisor Information
Office location
701 Route 73 North, Suite 4, Marlton, NJ, 08053
Get directionsRegulatory History (1)
Criminal
January 2008Other Business ActivitiesSells Insurance
Adam is a principal and 50% owner of Millstone River Wealth Management, LLC, dedicating nearly full-time hours to this role. He also sells fixed insurance and co-owns EHZ Redevelopment, LLC, spending about 10-20% of his time and minimal time on these activities, respectively.