Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fee schedule may be negotiated in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Contact
Jeremy David Rhen
Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
Get directionsHistory
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
Sax Wealth Advisors, LLC
State Registrations1 state
Exams
Additional Information
As a Portfolio Advisor at Sax Wealth Advisors - a fee-only, independent registered investment advisory firm with over $1 billion of assets under management, Jeremy Rhen is experienced working with high-net-worth families, closely held businesses and employer retirement plans. From helping clients transition their accounts to assisting with portfolio rebalancing and leading 401(k) education meetings, Jeremy is actively involved in every stage of the SAX client experience. Prior to joining SAX Wealth Advisors in 2014, Jeremy was a mutual fund trading analyst at SEI Investments in Oaks, Pennsylvania.