John Zeltmann is a CFA, CFP-designated registered investment advisor at S.F. Ehrlich Associates, INC., based in Cranford, NJ, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 117 clients with $190M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
SFE generally requires an annual minimum fee of $5,000 and a minimum asset level of $500,000 for investment advisory services. Clients who maintain assets with SFE below the minimum account size may pay a higher percentage rate than reflected above. Fees are negotiable at SFE’s discretion.
Fee Estimator
Contact
John Zeltmann
Location
15 Alden Street, Suite 12, Cranford, NJ, 07016
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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 →Employment History
Current Registrations
S.F. Ehrlich Associates, INC.
Previous Registrations
Regentatlantic
State Registrations2 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.
Exams
Additional Information
John brings with him nearly 20 years of experience in helping people plan for and navigate through the golden years of retirement. He advises clients on how best to invest their financial assets, reduce their risks through the use of globally diversified portfolios and insurance, and minimize their tax bills through effective estate planning and tax deferral strategies.