Assets Under Management
$1.1B
Number of Clients
1,537
Number of Advisors
N/A
Average Client AUM
$685K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
PPP offers five wrap fee programs with asset-based fees for investment advice, brokerage, and administrative services. IARs tailor services to individual client needs, considering financial circumstances and investment objectives. Clients can impose reasonable restrictions on investments. PPP has agreements with LPL Financial and Fidelity Brokerage Services.
461 From Road, Suite 385, Paramus, NJ, 07652