Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management are based on a percentage of assets under management, negotiable up to 2.5% annually. The fee includes portions for AEWM and potentially the model portfolio manager. Financial planning and consulting are offered under hourly- and fixed-fee arrangements, outside the wrap fee program. TPRIA program clients may pay separate commissions, ticket charges, and custodian fees. AEWM offers an advisory fee discount for IARs, employees of IARs, employees of AEWM, and employees of Advisors Excel when accounts are managed by AEWM.
Areas of Practice
Advisor Information
Office location
101 Hudson Street, 21st Floor, Jersey City, NJ, 07302
Get directionsRegulatory History (2)
Regulatory
December 2015Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Adam is an insurance agent with Advisors Excel, a director at WC Hoover & Co, LLC (providing health insurance), and a partner in Dynamic Wealth Strategies, Inc. (offering life insurance, annuities, securities, and wealth management). He also has ownership stakes in multiple e-commerce stores and rental property, but spends minimal time on these ventures.