Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on a percentage of assets under management, ranging from 0.10% to 2.00%. Financial planning fees are either fixed (ranging from $1,000 to $5,000) or hourly ($50 to $400 per hour), depending on the complexity of the situation. Additional fees may apply for Tax Overlay Services (0.10% per annum) and Socially Responsible Investing Services (0.10% per annum). Fees are negotiable and outlined in the client agreement.
Areas of Practice
Advisor Information
Office location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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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
Bryce is a co-owner and sales agent/investment advisor representative at BTL Tax and Financial Services, an accounting firm and insurance agency, dedicating nearly full-time hours, especially during tax season. He also owns a food truck (Mandy's) run by his wife and Lee Family Enterprises, an LLC for Medicare insurance renewals, spending about a quarter of his time on the latter.