Top financial advisors in Fair Haven, NJ
We’ve curated a list of the best financial advisors in Fair Haven, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$88,027,699
Number of advisors
5 advisors
| $88,027,699 | 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 Fair Haven, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fair Haven. 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.
Castle Financial & Retirement Planning Associates Inc
Castle Financial & Retirement Planning Associates, Inc. is a fee-based investment advisory firm established in July 1992 by Al Procaccino II. The firm offers financial planning and consulting services, as well as discretionary and non-discretionary investment advisory services. Clients are required to enter into agreements outlining the services provided and fees charged. For financial planning and consulting services, fees range from $500 to $2,500 on a fixed fee basis or up to $150 on an hourly rate basis. Investment management fees range between 0.40% to 1.50% of assets under management, payable quarterly. Castle Financial primarily recommends allocating investment assets among various equity and fixed income securities, ETFs, and brokered CDs. The firm does not charge performance-based fees and does not have disciplinary information. Clients have investment discretion and may select their brokerage firm. Castle Financial does not vote client proxies and does not have custody over client assets. The firm does not engage in directed brokerage and does not vote client securities. Castle Financial does not have any financial conditions that would prevent it from meeting its commitments to clients.
$88,027,699 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
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 Fair Haven, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fair Haven. 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.
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