Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
The minimum fee may be negotiable under certain circumstances. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For financial planning, fees range from $2,500 to $50,000 as a fixed fee, or $300 per hour in limited circumstances. Specialized consulting services range from $30,000 to $100,000. A minimum annual fee of $15,000 applies to investment management services, but may be negotiable. Legacy clients may be on different fee schedules.
Areas of Practice
Advisor Information
Office location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
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Jeremy David RhenRegulatory 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 →Employment History
Current Registrations
Sax Wealth Advisors, LLC
State Registrations1 state
Exams
Additional Information
As a Portfolio Advisor at Sax Wealth Advisors - a fee-only, independent registered investment advisory firm with over $1 billion of assets under management, Jeremy Rhen is experienced working with high-net-worth families, closely held businesses and employer retirement plans. From helping clients transition their accounts to assisting with portfolio rebalancing and leading 401(k) education meetings, Jeremy is actively involved in every stage of the SAX client experience. Prior to joining SAX Wealth Advisors in 2014, Jeremy was a mutual fund trading analyst at SEI Investments in Oaks, Pennsylvania.