Glad Perez is a registered investment advisor at Aurora Private Wealth, INC., based in Rockaway, NJ, with 16 years of industry experience. Glad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,843 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.
Location
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
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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 →Other Business ActivitiesSells Insurance
Glad owns Glad Reiki Healing, LLC, offering therapeutic touch, and spends minimal time on it. She also operates as a Registered Investment Advisor under Indigo Wealth Management, dedicating full-time hours to offering investment advice and financial plans.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.
Apw Capital, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Insight Private Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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.