Benson Tang is a CFP-designated registered investment advisor at Aurora Private Wealth, INC., based in Rockaway, NJ, with 2 years of industry experience. Benson 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.
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Benson works full-time as a paraplanner for Standard Pension Services, assisting with client reviews and financial planning. He also acts as a landlord for an apartment rental, dedicating minimal time to this activity.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
State Registrations5 states
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