Adam Sussman is a registered investment advisor at Bravias Financial, based in Iselin, NJ, with 4 years of industry experience. Adam 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
407 clients
Average Client Portfolio
$445K average
Assets Under Management
$181.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 Wood Avenue South, 6th Floor, Iselin, NJ, 08830
Get directionsHistory
Regulatory History (1)
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Financial
May 2016Final
Employment History
Current Registrations
Bravias Financial
June 2021 - Present · 4 yrs 10 mos
State Registrations3 states
FLNJPA
Advisor
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.
Exams
No exam information available for this advisor.