Hartshorne Group, LLC
Assets Under Management
$144.9M
Number of Clients
166
Number of Advisors
2
Average Client AUM
$873K
AUM per Advisor
$72.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CyborgWealth provides comprehensive financial planning, financial analysis of specific planning topics, and ongoing wealth management and financial administrative services. They also offer investment management supervisory and consulting services, referring clients to other advisors, including their affiliate WBI Investments, LLC.
Fee Structure
CyborgWealth charges fees for financial planning services, ranging from $5,000 to $25,000 on a fixed fee basis or $250 to $500 on an hourly basis. Fees for financial analysis of specific planning topics range from $500 to $5,000 on a fixed fee basis or $150 to $500 per hour. Clients contracting for ongoing wealth management services must typically have at least $10 million in investment assets. Fees charged by third party investment advisers, including WBI, are in addition to fees charged for wealth management and financial administration services.
Areas of Practice
Location
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ, 07701