WT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
1,964 clients
Average Client Portfolio
$967K average
Assets Under Management
$1.9B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$150 - $475/hr
The annual investment advisory fee is negotiable and based on a percentage of the market value of assets under management. Financial planning fees are based on hourly rates of $150 to $475 per hour, depending on personnel involved. A 50% deposit is required at the beginning of the plan, with the balance due 48 hours from completion. All fees are subject to negotiation.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information
Office location
234 Kinderkamack Rd, Oradell, NJ, 07649
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Traphagen Financial Group
July 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.