Philip Tompkins is a CFP-designated registered investment advisor at Cra Financial Services, L.L.C., based in Northfield, NJ, with 3 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,366 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
CRA Financial provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee generally varies between 0.75% and 1.00%, depending on the amount of assets managed. The fee is charged quarterly, in advance. CRA may provide complimentary financial planning services to clients who engage CRA for investment management services.
Location
332 Tilton Road, Northfield, NJ, 08225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cra Financial Services, L.L.C.
State Registrations1 state
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