Hans Taenzer is a registered investment advisor at Alliance Wealth Management Group, LLC, based in Roseland, NJ, with 18 years of industry experience. Hans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 447 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWMG manages investment portfolios for a fee based on the value of your account. The maximum annual fee is 1.95%. Fees are billed quarterly in advance and are negotiable. AWMG requires a minimum account balance of $500,000, but this may be negotiable or waived. If AWMG uses a sub-advisor, they will compensate the sub-advisor from the overall investment advisory fee.
Location
101 Eisenhower Parkway, Roseland, NJ, 07068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hans is the sole member of Hans J Taenzer, CPA, LLC, offering tax preparation, tax planning, trustee, guardianship, and POA services since 1986. He dedicates full-time hours to this activity.
Employment History
Current Registrations
Alliance Wealth Management Group, LLC
Previous Registrations
Hans J. Taenzer, CPA, LLC
State Registrations1 state
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