Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment supervisory services, model portfolio management, and pension consulting typically range from 0.25% to 2.95% of assets under management, and are negotiable between the client and their IAR. Portfolio Management Services and Pension Consulting Services may also be charged as a fixed fee, negotiated on a case-by-case basis. Financial planning fees range from $50 to $800 per hour or are charged on a fixed fee basis. Consulting fees will have an annual rate not to exceed 2.50% of plan assets or a fixed fee between $1,000 and $15,000.
Areas of Practice
Advisor Information
Office location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
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
Zachary is a tax preparer with Lori A. Hodge, CPA & Associates, PC, and an Investment Advisor Representative with Harper & Hodge. He also has a life insurance license and sells life insurance, dedicating minimal time to it, and owns Davidson Wealth Management, PC.