Jeffrey Halpert
Jeffrey Halpert is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 360 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lyle Hatch, through Jeffrey Matthews Wealth Management, offers investment advisory services. Clients can choose between an advisory account, where they pay a percentage of their assets, or a brokerage account, where they pay commissions on each transaction. Mr. Hatch may receive 12b-1 fees from mutual fund companies and a finder's fee of up to 1% on certain mutual fund purchases when a client's holdings exceed $1 million. These fees are applied to the overall account so that the total fees will not exceed the advisory fee schedule. The advisory fees are negotiable.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2015Regulatory
January 2010Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent and receives compensation from insurance policy sales. He may also receive referral compensation from a real estate advisory firm.
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.Broker
Previous Registrations
Jeffrey Matthews Advisory Group LLC
The Jeffrey Matthews Investment Advisory Group LLC
Halpert and Company, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.