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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable at the firm's discretion.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The fee is 1.00% on the first $1,000,000 and 0.75% on amounts over $1,000,000. The firm generally requires a minimum asset level of $500,000. Financial planning and consulting fees range from $500 to $3,000 on a fixed fee basis, or $200 to $300 per hour. The investment advisory fee is negotiable at the firm's discretion. Pension consulting fees range from 0.25% to 0.50% of plan assets.
Areas of Practice
Advisor Information
Office location
60 Columbia Road, Building A, Suite 300, Morristown, NJ, 07960
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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