Top financial advisors in Fort Lee, NJ
We’ve curated a list of the best financial advisors in Fort Lee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$4,171,004,157
Number of advisors
42 advisors
| $4,171,004,157 | 42 advisors | |
| 2 |
Assets under management
$602,556,163
Number of advisors
6 advisors
| $602,556,163 | 6 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 Fort Lee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Lee. 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.
Palisade Capital Management, Lp
Palisade Capital Management, Lp is a financial advisory firm based in Fort Lee, New Jersey. It currently has approximately $4,171,004,157 of assets under management and employs about 42 people. Palisade Capital Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,171,004,157 under management
42 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersPortfolio Management For Wrap Account, Sma, And Uma ProgramsWorth Venture Partners, LLC
Worth Venture Partners, LLC, established in 2012, is a woman-owned investment advisor specializing in discovering, selecting, and monitoring emerging managers for superior returns. The firm manages investment funds and custom portfolios for insurance companies. Clients must meet specific eligibility requirements, with a minimum initial investment of $1,000,000 for most funds. Worth Venture Partners charges an asset-based management fee ranging from 0.5% to 2.5% annually. The firm may pay a portion of this fee to underlying managers. Performance fees or allocations range between 15% and 20%. The firm engages in various investment strategies, including relative value, convertible bond arbitrage, market neutral equity, and global macro strategies. Worth Venture Partners emphasizes risk management and provides detailed information on potential risks associated with investments. The firm has full investment discretion for most client accounts and exercises voting rights on client securities in their best interest. Worth Venture Partners does not have custody of client funds but reviews client investment programs regularly. The firm's financial condition is stable, with no bankruptcy filings in the past decade. Clients can request additional information on the firm's Code of Ethics, brokerage practices, and voting history.
$602,556,163 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
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 Fort Lee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Lee. 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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