Harold Sasnowitz is a CFP-designated registered investment advisor at Bcr Wealth Strategies, based in Clifton, NJ, with 18 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 362 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee up to 1.25%. Fees are negotiable. Minimum annual fee of $6,250 and may be charged an annual administrative fee of $300.
Fee Estimator
Location
22 Lenox Avenue, Clifton, NJ, 07012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bcr Wealth Strategies
State Registrations2 states
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