Top financial advisors in Brielle, NJ
We’ve curated a list of the best financial advisors in Brielle, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$154,964,316
Number of advisors
5 advisors
| $154,964,316 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Brielle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brielle. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Financial Futures
Financial Futures Limited Liability Company (FFLLC) is a fee-only financial planning and investment management firm founded in 2004. They offer personalized financial planning and investment management services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. FFLLC is compensated solely through direct fees paid by clients and does not receive any product-based commissions. Clients have control over their assets, and FFLLC places trades under a limited power of attorney with discretionary authority. Investment strategies include strategic asset allocation using a core and satellite approach, with a focus on passively-managed low-cost index and exchange-traded funds. Clients receive annual reviews of their financial situation and may request more frequent reviews if needed. The firm does not have a minimum account size, but the minimum quarterly fee is $2,000. Fees are based on a percentage of assets under management and hourly charges. The firm's principal owner is Jorie Barnett Johnson, CFP®, who has a background in finance and extensive experience in the financial industry. The firm's other supervised persons also hold relevant financial designations and have diverse backgrounds in finance and accounting. FFLLC is a member of various financial associations and follows a Code of Ethics to ensure compliance with securities laws and ethical standards. Clients can request a copy of the firm's Code of Ethics for more information.
$154,964,316 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Brielle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brielle. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.