Traphagen Financial Group

Assets Under Management

$1.9B

Number of Clients

1,964

Number of Advisors

15

Average Client AUM

$967K

AUM per Advisor

$126.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Traphagen Investment Advisors offers investment advice on various securities. They also provide retirement plan services to plan sponsors. Clients have access to the eMoney Advisor platform. Fees are negotiable and based on assets under management. They use fundamental and technical analysis.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $300K1.25%
$300K - $700K1.00%
$700K - $2.0M0.75%
$2.0M - $10.0M0.50%
$10M+0.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Loading...
Location

234 Kinderkamack Rd, Oradell, NJ, 07649

15 Advisors at this firm