Assets Under Management
$2.0B
Number of Clients
736
Number of Advisors
10
Average Client AUM
$2.7M
AUM per Advisor
$196.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Withum Wealth Management offers discretionary investment advisory services, typically charging between 0.50% and 1.25% annually. They also offer an Integrated Wealth Management Platform for clients with over $2M in assets, including wealth planning, tax preparation, and estate plan review. Stand-alone financial planning and consulting services are also available for a fee.
47 Reckless Place, Red Bank, NJ, 07701