Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.30% to 1.75% annually, based on assets under management and service complexity. These fees are paid quarterly, in advance. Standalone financial planning fees range up to $10,000 for an initial plan, with ongoing planning billed quarterly up to $1,000. Targeted planning engagements are available at up to $500 per hour. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
47 Maple Street, Suite 104, Summit, NJ, 07901
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
Brian is dually-registered as an investment advisor representative and a registered representative, spending most of his time as an investment advisor representative. He is also an independent insurance broker, dedicating about 10% of his time to this activity.