CFP
CFP
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
154 clients
Average Client Portfolio
$974K average
Assets Under Management
$150.0M
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.25% |
Fees may vary depending upon various objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$3,000
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Contact
John Christopher Moynihan
Location
Somerset, NJ
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Waterstone Wealth Advisors, LLC
April 2006 - Present · 19 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2002 - April 2006 · 3 yrs 9 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.
Contact
John Christopher Moynihan