Stephanie Hughes
Stephanie Hughes is a registered investment advisor at Wiss Private Client Advisors, LLC, based in Florham Park, NJ, with 12 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 138 clients with $810M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.10% |
| $4.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.65% |
For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Wiss Private Client Advisors, LLC may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
100 Campus Drive, W Suite 400, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2018Employment History
Current Registrations
Wiss Private Client Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.