By being an independent fee-based financial planner in Toms River, there are no proprietary conflicts between various commission-based products and what is best for the client. Advisory fees are based on the percent of assets under management. This means that, as your assets grow, the management fee grows proportionally and that, if the portfolio loses value, the fee shrinks proportionally. We want to be in this together with you for the long-term; we are not traders, we are long-term investors. We believe that this type of arrangement results in a win-win situation for us both.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 732-240-4797

Services/Products
  • Estate Planning
  • Tax & Estate Planning
  • Retirement & Investment Planning
  • Commonwealth Financial Network
  • Asset Management
  • Fee Based Asset Management
  • Registered Investment Advisor
Brands
Securities Offered Through Commonwealth Financial Network
Accreditation

Certified Financial Planner

Categories
Financial Services, Financial Planners, Financial Planning Consultants, Insurance