Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the size of the client relationship, complexity of investment strategies, service intensity, and other factors. Fees are generally based on a percentage of assets under management. Stand-alone financial planning services are offered on an hourly basis (up to $350/hour) or a fixed fee basis, negotiated based on the expected hours. Fees may be included in an overall investment management relationship. Clients are responsible for fees charged by financial institutions.
Areas of Practice
Advisor Information
Office location
1140 Us 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
William operates under several DBAs for his LPL business: Bruen Wealth, Bruen Wealth Management, and Paradigm Wealth Management. He is also a Registered Investment Advisor providing investment advisory services through Paradigm Advisor Group, LLC, dedicating full-time hours to this activity, and spends minimal time as a Notary in New Jersey.