Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location
56 Jefferson Avenue, Westwood, NJ, 07675
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Regulatory History
Clean regulatory record
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
Modera Wealth Management, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Insmed Financial Services, LLC
July 2021 - May 2022 · 10 mos
State Registrations3 states
NJNYTX
Advisor
Exams
No exam information available for this advisor.