Top financial advisors in Linwood, NJ
We’ve curated a list of the best financial advisors in Linwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$191,080,609
Number of advisors
5 advisors
| $191,080,609 | 5 advisors | |
| 2 |
Assets under management
$13,195,553
Number of advisors
1 advisors
| $13,195,553 | 1 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 Linwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Linwood. 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.
Masters Legacy Planning
Masters Legacy Planning is a financial advisory firm based in Linwood, New Jersey. It currently has approximately $191,080,609 of assets under management and employs about 5 people. Masters Legacy Planning uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and bill payment service and tax service coordination.
$191,080,609 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesBill Payment Services.Jlp Capital Management
Jlp Capital Management is a financial advisory firm based in Linwood, New Jersey. It currently has approximately $13,195,553 of assets under management and employs about 1 people. Jlp Capital Management uses a fee structure of a percentage of assets under your management and fixed fees.
$13,195,553 under management
1 advisor
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 Linwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Linwood. 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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