Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on assets under management, with a maximum of 2.50%, and are negotiable. Financial planning fees range from $50 to $750 per hour (up to $20,000 annually) or a fixed fee up to $20,000, depending on complexity. ERISA plan service fees are negotiable, based on assets, hourly rates (up to $300/hour), or fixed fees (up to $100,000). Clients may pay transaction charges for trade execution. There may be other fees and charges imposed by third parties.
Areas of Practice
Advisor Information
Office location
300 Executive Dr Ste 350, West Orange, NJ, 07052
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
Abraham is involved in independent insurance brokering through SBMA since January 2024, focusing on health insurance. This activity is outside of his role as a financial advisor.