Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the investment strategy/platform used and the amount due to the investment advisor representative. The total fee ranges from 1.25% to 2.50% annually. Financial planning is billed hourly at $150.00 per hour, with a one-hour minimum. Fees may be negotiable in certain circumstances. The firm may recommend third-party advisors for services outside their expertise.
Areas of Practice
Advisor Information
Office location
2 Bridge Ave, Suite 241, Red Bank, NJ, 07701
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 Activities
Katrina works as a waitress at Blue Peach Cafe, a restaurant, since 2012. This part-time employment takes about 10-20% of Katrina's time and is not investment-related.