Private Portfolio Partners, LLC
Assets Under Management
$1.1B
Number of Clients
1,537
Number of Advisors
N/A
Average Client AUM
$685K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PPP offers five primary wrap fee programs with asset-based fees for investment advice, brokerage, and administrative services. IARs tailor services to individual client needs, considering financial circumstances and investment objectives. Clients can impose reasonable investment restrictions. The firm uses LPL Financial and Fidelity as broker/custodians.
Fee Structure
PPP is a fee-only advisory firm. Fees are calculated as a percentage of assets under management, not to exceed 2% annually. IARs set their own fees, considering the client relationship. Clients may negotiate fees. Clients also incur charges from third parties, such as broker/custodian fees and internal expenses within investments like mutual funds and ETPs. Clients in MAS, MWP, and OMP programs pay additional portfolio manager and platform fees, typically ranging from 0.15% to 1.00% of account assets per year.
Areas of Practice
Location
461 From Road, Suite 385, Paramus, NJ, 07652