Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 1.75% annually, depending on assets managed, service complexity, client investment phase, and overall relationship. Fees are paid quarterly in advance, based on the prior quarter's market value. Financial planning is offered on an hourly basis (up to $350/hour) or a fixed fee, negotiated based on estimated hours. Fees may be negotiable at the Advisor's discretion.
Areas of Practice
Advisor Information
Office location
1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807
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
Mark owns rental real estate, dedicating a few hours per week to it. He also operates Paradigm Wealth Management, LLC, a DBA for his LPL business, which is a full-time commitment. Additionally, Mark is involved with Infinity Real Group, providing mortgage/real estate services, spending minimal time on this activity.