Top financial advisors in Kingston, NJ
We’ve curated a list of the best financial advisors in Kingston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$217,671,051
Number of advisors
3 advisors
| $217,671,051 | 3 advisors | |
| 2 |
Assets under management
$180,661,895
Number of advisors
6 advisors
| $180,661,895 | 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 Kingston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kingston. 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.
Global Wealth Management, LLC
Global Wealth Management, LLC (GWM) is a registered investment adviser established in 2010 in New Jersey, succeeding a firm founded in 1983. GWM specializes in providing investment management services to high-net-worth individuals, family offices, pension plans, trusts, and foundations. The firm primarily invests in equity Exchange-Traded Funds (ETFs), individual company securities, and bond ETFs, among others. GWM offers financial planning services, including income tax planning and retirement planning, as part of its investment supervisory services. The minimum account size for investment management services is generally $500,000. GWM does not guarantee the appreciation of securities. The firm does not charge performance-based fees and operates on a Fee-Only basis, with fees based on a percentage of assets under management. GWM has a Code of Ethics in place and does not receive compensation based on the sale of securities. The firm does not engage in financial activities beyond its advisory services and does not have affiliations within the financial industry. GWM does not accept or maintain custody of client accounts and has a privacy policy in place to protect clients' personal information. Clients grant GWM investment discretion, allowing the firm to select, purchase, or sell securities within client accounts. GWM votes proxies on behalf of clients and has established policies to ensure voting is in the clients' best interests.
$217,671,051 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesByrne Asset Management, LLC
Byrne Asset Management, LLC is a registered investment adviser providing discretionary investment advisory services, including basic financial planning, to retail investors with a minimum account size of $250,000. Clients have the freedom to impose reasonable restrictions on investments and retain absolute discretion over implementation decisions. The firm charges annual fees based on a percentage of assets under management, ranging from 0.5% to 1.10%, with negotiable fees in limited circumstances. Additional fees may apply for transactions, but the firm uses discount brokers to minimize costs. Byrne Asset Management acts as a fiduciary, obligated to act in clients' best interests, though conflicts of interest may arise, such as recommending custodians from whom they receive support services. Financial professionals are salaried with potential year-end bonuses and do not receive compensation from third parties. The firm has no disciplinary history and encourages clients to inquire about any potential issues. For more information, clients can contact the Chief Compliance Officer or visit the SEC's website.
$180,661,895 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio 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)
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 Kingston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kingston. 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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