07960, Morristown, New Jersey - December 12, 2013
Financial Advisors - Stocks & Bonds1.00 to 1.50 percent of investment purchased
Tiered Fee Schedule for Private Client Accounts**:
First $1 million - 1.25%
Next $4 million - 1.125%
Over $5 million - 1.0%
Accounts under $500,000 - 1.5%
**Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.
Reported by:
Marina Iakovleva, Morgan Stanley |
07960, Morristown, New Jersey - December 12, 2013
401k Plans1.00 to 1.50 percent of investments purchased
Tiered Fee Schedule for Private Client Accounts**:
First $1 million - 1.25%
Next $4 million - 1.125%
Over $5 million - 1.0%
Accounts under $500,000 - 1.5%
**Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.
Reported by:
Marina Iakovleva, Morgan Stanley |
07960, Morristown, New Jersey - December 12, 2013
401-k Rollover Assistance1.00 to 1.50 percent of investments purchased
Tiered Fee Schedule for Private Client Accounts**:
First $1 million - 1.25%
Next $4 million - 1.125%
Over $5 million - 1.0%
Accounts under $500,000 - 1.5%
**Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.
Reported by:
Marina Iakovleva, Morgan Stanley |
10104, New York, New York - March 15, 2017
401k Plans1.00 to 1.50 percent of assets under management
401(k) business is also a part of my annual fee. No additional charges for this service.
Reported by:
Dan Dolan, Morgan Stanley |
10104, New York, New York - March 15, 2017
Education Planning & 529 Plans1.00 to 1.50 percent of assets under management
Developing an education plan for your children falls under my annual fee. There's no additional charge for placing an education plan in place.
Reported by:
Dan Dolan, Morgan Stanley |
10104, New York, New York - March 15, 2017
Retirement Planning & IRAs1.00 to 1.50 percent of assets under management
Retirement plans are also covered under my one time annual fee.
Reported by:
Dan Dolan, Morgan Stanley |
10104, New York, New York - March 15, 2017
Financial Planning1.00 to 1.50 percent of assets under management
A financial plan is the cornerstone of my practice and is provided at no extra cost outside of the annual 1% - 1.5% annual fee based on assets under management.
Reported by:
Dan Dolan, Morgan Stanley |
10104, New York, New York - March 15, 2017
Financial Advisors - Stocks & Bonds1.00 to 1.50 percent of assets under management
The 1-1.5% annual management fee is all encompassing. I do not charge for individual services..instead I provide many services for one fee per year.
Reported by:
Dan Dolan, Morgan Stanley |
10104, New York, New York - March 15, 2017
Financial Advisors - Asset Management1.00 to 1.50 percent of assets under management
In order to be on the same side of the table as my client, I charge an annual fee based on the level of assets under management. The more the client makes the more I make so our interests are aligned. Retirement Planning, Financial Planning, 529's, stocks/ bond purchases are all covered under this fee.
Reported by:
Dan Dolan, Morgan Stanley |
07932, Florham Park, New Jersey - June 9, 2016
Retirement Planning & IRAs0.75 to 2.00 percent of assets under management
Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.
Reported by:
Joseph Reilly, UBS Deegan Wealth Management |
07932, Florham Park, New Jersey - June 9, 2016
Financial Planning0.75 to 2.00 percent of assets under management
Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.
Reported by:
Joseph Reilly, UBS Deegan Wealth Management |
07932, Florham Park, New Jersey - June 9, 2016
Financial Advisors - Stocks & Bonds0.75 to 2.00 percent of assets under management
Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.
Reported by:
Joseph Reilly, UBS Deegan Wealth Management |
10314, Staten Island, New York - December 8, 2015
Financial Advisors - Stocks & Bonds1.00 to 5.00 percent of investment purchased
1.00 to 2.00 percent of assets under management
I use online trading sites like TD Ameritrade and Etrade. For other broker services the commission should range from 1% to 5% depending on the investment type and size.
Reported by:
Aaron Morris, ASM Global Ventures LLC |
10314, Staten Island, New York - December 8, 2015
Financial Advisors - Asset Management1.00 to 2.00 percent of investments purchased
1.00 to 2.00 percent of assets under management
A commission of 1% or 2% is standard for financial advisors who manage accounts of accredited investors who are investing in the millions.
Reported by:
Aaron Morris, ASM Global Ventures LLC |
07701, Red Bank, New Jersey - November 11, 2014
Retirement Planning & IRAs1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
.
Reported by:
Gabe Vitale, Merrill Lynch |
07701, Red Bank, New Jersey - November 11, 2014
Financial Planning1.00 to 1.90 percent of investment purchased
1.00 to 1.90 percent of assets under management
.
Reported by:
Gabe Vitale, Merrill Lynch |
07701, Red Bank, New Jersey - November 11, 2014
Financial Advisors - Stocks & Bonds1.00 to 1.90 percent of investment purchased
1.00 to 1.90 percent of assets under management
.
Reported by:
Gabe Vitale, Merrill Lynch |
07701, Red Bank, New Jersey - November 11, 2014
Financial Advisors - Asset Management1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
Different investments result in different fee structures.
Reported by:
Gabe Vitale, Merrill Lynch |
07701, Red Bank, New Jersey - November 11, 2014
Business 401K & SEP Plans1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
Individual strategies having different aspects.
Reported by:
Gabe Vitale, Merrill Lynch |
07701, Red Bank, New Jersey - November 11, 2014
401k Plans1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
Unique strategies and fees are implemented.
Reported by:
Gabe Vitale, Merrill Lynch |
07701, Red Bank, New Jersey - November 11, 2014
401-k Rollover Assistance1.00 to 1.90 percent of investments purchased
1.00 to 1.90 percent of assets under management
We creat unique and specific startegies for each client that is has specific fees, investments, and service that varies per situation.
Reported by:
Gabe Vitale, Merrill Lynch |
10307, Staten Island, New York - September 30, 2014
Financial Planning$250.00 fee only - hourly rate
1.00 to 5.75 percent of investment purchased
0.75 to 1.50 percent of assets under management
Reported by:
ProMatcher Research Team |