Richard Zeitz is a registered investment advisor at Bravias Financial, based in Iselin, NJ, with 12 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 407 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $2.0M | 1.40% |
| $2M+ | 1.30% |
Fees may be negotiable.
Fee Estimator
Location
33 Wood Avenue South, 6th Floor, Iselin, NJ, 08830
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Richard is appointed with various outside insurance carriers to broker non-registered insurance products.
Employment History
Current Registrations
Bravias Financial
Previous Registrations
Alphastar Capital Management, LLC
Summit Financial Group INC
State Registrations5 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.