Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.30% to 1.75% annually, based on assets under management and service complexity. These fees are paid quarterly, in advance. Standalone financial planning fees range up to $10,000 for an initial plan, with ongoing planning billed quarterly up to $1,000. Targeted planning engagements are available at up to $500 per hour. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
47 Maple Street, Suite 104, Summit, NJ, 07901
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Customer Dispute
June 2009Other Business Activities
Michael is dually-registered as an Investment Advisor Representative and a Registered Representative, spending the vast majority of his time as an Investment Advisor Representative. He also serves as a trustee for multiple trusts, a director for a charitable organization, a brand ambassador/consultant for a wine company, an advisory board member for a CRM software company, a trustee for a charter school, and a board member for a youth hockey club.