Top financial advisors in Hazlet, NJ
We’ve curated a list of the best financial advisors in Hazlet, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$318,969,824
Number of advisors
3 advisors
| $318,969,824 | 3 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 Hazlet, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hazlet. 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.
Hillcrest Wealth Advisors - Ny, LLC
Hillcrest Wealth Advisors - NY, LLC (HCWA) is a registered investment adviser founded by Mr. Dan Yu, offering investment advisory services tailored to clients' financial needs. The firm specializes in discretionary investment management, determining investment allocations based on individual client objectives, risk tolerance, and other suitability factors. Clients grant HCWA discretionary authority to manage their accounts, allowing for the purchase or sale of securities without prior approval. HCWA utilizes Charles Schwab Institutional for wealth management platforms and custodian services, recommending investment options based on client suitability factors. HCWA acts as a fiduciary, obligated to act in clients' best interests when providing investment advice, including IRA rollover recommendations. The firm charges fees based on assets under management, with annual rates ranging from 0.20% to 1.00%, depending on the asset value. Additionally, HCWA offers financial planning services on a fixed or hourly fee basis, covering various financial planning aspects. The firm does not charge performance-based fees, serves individuals, high-net-worth individuals, endowments, and trusts, and employs a diversified investment approach using ETFs, mutual funds, and separate managed accounts. HCWA does not have a disciplinary history and does not receive soft dollar benefits or compensation for client referrals. Clients maintain custody of their funds and securities, with HCWA providing ongoing account monitoring and periodic reviews. The firm does not vote proxies on behalf of clients and has a sound financial condition without any impairments.
$318,969,824 under management
3 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 BusinessesSelection 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 Hazlet, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hazlet. 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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