Withum Wealth Management
Assets Under Management
$2.0B
Number of Clients
736
Number of Advisors
10
Average Client AUM
$2.7M
AUM per Advisor
$196.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Withum Wealth Management offers investment advisory services, including customized portfolio design and discretionary management with a goals-based approach and tax optimization. They also offer an Integrated Wealth Management Platform for clients with over $2 million in assets, including wealth planning, tax preparation, and estate plan review. Stand-alone financial planning and retirement consulting are also available.
Fee Structure
Withum Wealth Management's annual investment advisory fee varies, generally between 0.50% and 1.25%, based on factors like assets under management and portfolio complexity. Fees are negotiable, and similarly situated clients may pay different fees. A $1,000,000 minimum asset level is generally required for investment advisory services. Stand-alone financial planning and consulting fees range from $500 to $15,000 on a fixed fee basis and from $125 to $325 on an hourly basis.
Areas of Practice
Location
47 Reckless Place, Red Bank, NJ, 07701